Overview
Instead of creating units and components one by one, you import them in bulk from CSV or Excel files. The import is built for scale and offers, for units and components, an overwrite preview as well as a result with created, updated and skipped rows. Accepted formats: CSV and Excel (.csv, .xlsx, .xls).
Where the import buttons are
The import buttons sit in the toolbar of the respective list. Each button is a split button: Import plus a menu to download the matching template.| Import | Location |
|---|---|
| Packaging units | Toolbar of the Packaging units list (/packaging) |
| Bill of materials (links) | Toolbar of the Packaging units list — links existing units to existing components |
| Components | Toolbar of the Components list (/packaging/components) |
Preview and validation
Choose a file
Click Import and select your CSV/Excel file. Polygon One reads the file and validates each row against the schema.
Valid and invalid rows
Valid rows are staged for import; invalid rows (e.g. unknown enum values, invalid GTIN, missing required fields) are reported with their reason. If a column mapped as required is missing entirely, this is reported as a column error — not as a silent per-row failure.
Confirm overwrites (units & components only)
The units and the components import are an upsert (matched by internal reference or code). If the import would overwrite an existing value, the preview opens first, where you decide row by row. Pure fill-ins (populating empty fields) are applied automatically.
The bill-of-materials import (links) is create-only and idempotent: already-existing links are skipped, not duplicated. It therefore has no overwrite preview — only a result with linked / already-linked (skipped) / errors (unknown references).
Which columns exist
The templates carry the canonical column headers. Under Settings → Imports you can save your own column mapping for units and components; the bill-of-materials template uses fixed headers.Packaging units
Core columns: Name, Reference (internal reference, matching key), Packaging Type, Role, Supplier, Format, Recyclability Grade, GTIN, Width (mm), Height (mm), Depth (mm), Market Member States, Notes, Own Brand, Modifies Conformity. Plus two link columns: Article Numbers (link to existing articles by their internal article number) and Component Codes (link to components).Components
Core columns: Code, Name, Supplier, Materials, Polymer, Mass (g), Recycled Content (%), Recycled Source, Recycled Method, Contact-sensitive, Food-contact, Heavy Metals (mg/kg), Heavy Metals Basis, Heavy Metals Method, PFAS Compliant, PFAS Basis, PFAS Method, PFAS Sum (ppb), Total Fluorine (mg/kg), Notes.Bill of materials (links)
Only three fixed columns: Unit Reference, Component Code, Quantity (blank → 1).Resolution notes: Supplier is resolved server-side by name (no match → no supplier). For units, an empty Market Member States column imports as an empty list — the import sheet is authoritative and is not backfilled from the PPWR default setting. In the bill-of-materials import, unknown unit/component codes are reported as error rows and are not auto-created.
Back to the data model
How articles, units and components relate.