How to Import Items to Tray Templates

1. Click on Tray Groups in the top navigation bar

2. Click on the tray group name for the tray group you would like to import items. 

3. On the left side menu, select “Template”.

4. After clicking on “Template” on the left menu, click the “Import” button.

5. There is an example template format that can be downloaded by clicking the hyperlink “(download here)”. These headings must be named as they are listed above and the file must be saved as a “.csv” file.

In order to import the items the upload file must have the below columns filled in at a minimum.

• Part_number

• Type (either “implant” or “instrument”)

• Standard_qty

• Manufacturer

6. Click “Choose File” and navigate to where the file has been saved on your computer and select it. 

7. Click "Import"

8. The results of the import will be at the top of the screen. 

9. Once the import has been completed, go to the template and make sure the items are there. 

Note: If the items have not been added to the instrument library, they will be automatically added when they are imported.