Import

This help page describes functionality of the CUSTOMTOOLS Import feature which also have the Solid Edge File Conversion feature included. With the following links, you can ease navigation on this page:



Using the CUSTOMTOOLS Import feature, you can import reference data of your SOLIDWORKS documents to your CUSTOMTOOLS database. Some of the CUSTOMTOOLS features requires that the files' reference data do exist in the database.

You can use the Import feature also to migrate your design data from CUSTOMTOOLS 3.x versions to the newer CUSTOMTOOLS versions.

The CUSTOMTOOLS Import feature also have the conversion feature included for the Solid Edge files. The Solid Edge File Conversion feature is described later in this help page.

Click the Import button in the CUSTOMTOOLS toolbar or, by using the CUSTOMTOOLS menu, click CUSTOMTOOLS, Import and select Import SOLIDWORKS Files or Convert Solid Edge Files according to a task you are about to use the Import feature for.

The Import dialog box appears.

Import Imports selected files into the current CUSTOMTOOLS database.
Add Active Document Adds the currently open document into the Files to import list.

NOTE: The Add Active Document button is enabled only if there is at least one open document.
Add Files Select the individual files to import into the database.
Add Folder Import all the files of the specified folder into the database.

Selected files or the files in selected folder appears into the Files to import list.
Load From File Loads the files into the Files to import list from the separate text file.

To load a failed job, locate the desired text file and click Open.
Save Failed Save the list of files which failed to be imported.
Delete Selected Removes the selected files from the Files to import list. The files that you remove will not be imported.

TIP: Hold down the Ctrl key and select the files to be removed from the list of the Files to Import list.
Clear List Clears the file list.
Add Folder From Vault Opens a folder browser that lets you to add files from the desired folder that is located in your PDM data vault.
Cancel Operation Aborts the import process that has been already started.
Close Closes the Import dialog box.

The Solid Edge file conversion could be executed only when the Import tool is launched through the CUSTOMTOOLS command manager or from the CUSTOMTOOLS menu. The CUSTOMTOOLS command manager appear only if you have at least one document open in SOLIDWORKS.

PLEASE NOTE: To use the Solid Edge file conversion, you need to have at least the Solid Edge ST3 version installed in your workstation. The Solid Edge family of parts and/or the family of assemblies are not supported in the CUSTOMTOOLS Solid Edge Conversion feature.
Import drawings of 3D models When you have this option selected, the drawings related to your 3D models are also imported into your CUSTOMTOOLS database.
Import revision data Select this option to also import the documents' revision data into the datanbase along with the documents.

NOTE: In case you import revision data to the database from a document that already has a revision table, the existing revision data is compared with the imported data. By that the revision data present in the revision table after the import process is the most recently added.
Options Opens the Define Advanced Drawings Settings dialog box. Setup the advanced importing options with help of the Define Advanced Drawings Settings dialog box.
Revision Options Use the Revidsion Options define the revision data migration settings.
Conversion Options Opens the Solid Edge file conversion options. Use the Conversion Options to customize a Solid Edge file conversion process.
Read CT3 custom property meta-data Reads the meta-data of the document custom properties which have been made with CUSTOMTOOLS 3.x versions.
Delete unused CT3 custom property meta-data Removes the un-necessary meta-data from the SOLIDWORKS document properties while importing documents that are made with the CUSTOMTOOLS 3.x version.

Removing the un-necessary data from the document properites decreases the file size and saves space in the storage.

NOTE: The meta-data reading and deleting options are necessary only when migrating from CUSTOMTOOLS 3.x or older version to the CUSTOMTOOLS 2010 or newer version.
Don't import referenced files that already exist in the database Select this option to ignore existing component references on the import process. Document references of which parent assembly's information already exists in the database, are ignored on the import process.
Open and save file in SOLIDWORKS Opens the imported file with SOLIDWORKS and then saves the file to ensure that the file version stays correct. This option should be selected when importing files which are the most recently saved with an older SOLIDWORKS version and the file versions are used to be updated while importing their data into the CUSTOMTOOLS database.
Don't process unmapped sheet formats Drawings which sheet format is not mapped to any revision table are skipped during the import process. Files which are skipped because of the missing sheet format mapping are marked in the list with the Error icon like in other error situations.

The Don't process unmapped sheet formats option is available only when importing revision data of the documents.
SOLIDWORKS version to use Determines the SOLIDWORKS version to be used to execute the import with and to open the documents that require opening in SOLIDWORKS during the import process.

NOTE: The SOLIDWORKS version to use option is enabled only in the Standalone Import tool.

If the importing process fails for some reason, you get prompted to continue the process from the state the last failed process was when an error occurred. A prompt to continue the failed import process appear when the Import tool starts next time after the process has failed.

Files that are in the Read-Only state could be imported with the CUSTOMTOOLS Import feature. In that case, the import tool removes the Read-Only status from the files though, until the import process finishes. Once the import process is completed, the Read-Only status is being restored to the files that had it until the import process began.




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Related Topics

Advanced Options for Import
Importing Revision Data from CUSTOMTOOLS 3.x
Load Files to import from a text File
Import files from your PDM data vault

Setup options of the Solid Edge file conversion

Tutorial: Using the Import Feature

External: Visit Solid Edge website to read more about the Solid Edge CAD program