1. Overview & General Rules

• Site-Specific Scope: Every data load is site-specific. If a company operates multiple sites, imports must be executed separately for each individual site.

• L2L Support Import Process: For imports handled by L2L Support. Download the template from the templates document. Instructions on how to download are as follows:

  1. Click on the link to the template you need.

  2. Select File in the upper left corner, followed by 'Download'.

  3. You'll see a list of format options; select 'Microsoft Excel XLS'

  4. The Excel version will be in your Downloads folder or at the bottom of your screen to open.

  5. Complete the Excel file and submit it to L2L Support for processing. You can attach the completed Excel file either directly in the support chat or through the Support Site as part of an L2L Support request. Include your site or company name and the import template name so the request can be processed correctly.

2. Key Considerations & Technical Requirements

• Security & Permissions: Security settings, access roles, and permissions CANNOT be granted or modified via user imports. These must be updated manually or requested with Site Administrator authorization via ticket.

• Tooling Import Requirements: Ensure all machine codes exist beforehand, and use numeric IDs for status fields instead of names.

• Spares Partial Sync Safeguard: Always populate existing values to prevent overwriting stored data with zeroes.

3. Customer Self-Service Imports (UI Available)

Customers with the appropriate permissions can upload these data types directly through the L2L User Interface:

• Checklist Load (Single): Single checklist imports can be performed directly within the Checklist Import feature in the application (template provided in-product).

• (eKanban)Product Orders : Customers can self-upload product order data directly.

• Spares Imports:

  • Spares Full Sync: Full sync of spare parts data. (We always suggest exporting spares to have an original copy before importing)

  • Spares Partial Sync: Used for adding parts. (Important Note: All existing field values in L2L must be included on the spreadsheet. Any blank cells will overwrite existing values to 0).

  • Spares History: Upload spares history.

  • Spares Quantity Sync: Update spare parts stock quantities.

  • Spares Vendors Sync: Upload spare vendors separately from parts.

• Tooling Load - Before importing, ensure all referenced machine codes already exist in the system. The Current Status ID field must contain numeric ID values, not status names (e.g., use the numeric ID instead of 'Idle' or 'In Use').

4. L2L Support Only Imports

The following imports cannot be performed by customers via the UI and MUST be submitted to L2L Support for processing:

Explicitly Restricted to L2L Support Processing

• Line Cycle Time Load - Customers cannot self-upload this file; submit to L2L Support.

• Products Load -  Customers cannot self-upload this file; submit to L2L Support.

• Checklist Load for Multiple -  Template used when L2L Support processes imports for multiple checklists simultaneously.

5. Full List of L2L Support Data Loads

• Action Code Load

• Area Load

• Attribute Load

• Bill of Materials Machines 

• Checklist Load - Single checklist imports are completed in the Checklist Import feature, where the template is provided in the product.

• Checklist Load for Multiple - L2L Support only. Use this template when you need L2L Support to process imports for multiple checklists.

• Component Codes

• Component Code Failures

• Cost Centers 

• Defect Types Load

• Dispatch Load

• Dispatch Type Load

• (eKanban)Product Orders

• Event Schedule Load

• Full Data (Area-Line-Machine) Load

• Line Cycle Time Load 

• Line Load - Line codes must be alphanumeric only. Do not use special characters (for example, "&"), or the affected row will fail import.

• Machine Load - When importing updates for existing machines, make sure all referenced line codes already exist and are entered correctly. Invalid line codes, including when updating machine location or line assignments, will cause import errors.

• Manufacturer Load

• Products Load 

• Reason Code Load

• Skills Load

• Spares Full Sync

  • Spares History

  • Spares Partial Sync:Use the Spares Full Sync template for Partial Sync uploads. This is used for adding parts and requires all fields that already contain values in L2L to also be populated on the spreadsheet. Important: When uploading subsequent Partial Sync files, you must include all existing field values from L2L in your spreadsheet. Any fields left blank will overwrite the existing values in L2L and default to 0.

  • Spares Quantity Sync

  • Spares Serialized Parts

  • Spares Vendors Sync: When working with Spares imports, you can upload vendors separately from parts using the Spares Vendors Sync import type, then load parts using Spares Full Sync or Partial Sync later.

• Sub-Asset Load

• Technology Load

• Tooling Load - Before importing, ensure all referenced machine codes already exist in the system. The Current Status ID field must contain numeric ID values, not status names (e.g., use the numeric ID instead of 'Idle' or 'In Use').

• User Skills

• User Site Load

• User/Resource Load see note below

• Why Code Load

• Work Order Load

Please note that this list pertains only to those imports available from the UI. This does not include any API-driven dataloads.