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Legacy Procedure Import
Legacy Procedure Import

Legacy procedure import tool for On Prem users

Updated over 2 months ago

Import Procedure

Upload a procedure in .prl or .csv format.

The import procedure tool supports CSV and PRL files

Navigate to your Epsilon3 Homepage

Click into the Master Procedures section on the left navigation pane

Click Import Procedure

Click Upload File

Example file format:

Step Name,Notes,Inputs

Section A,,

Step A1,Some note,

Step A2,,Input pressure

,,

Section B,,

Step B1,Another note,Input force

Each row will import as a step - blank rows will import as section breaks

The first column is always interpreted as the step or section name. Other columns can be interpreted as specific content types with the following names:

  • Note: "note" or "notes"

  • Field Input: "input", "inputs", "output", "outputs"

  • All other column names are interpreted as Text content types

Select desired file to upload

Make any necessary changes to your import

TIP!

Blocks deleted from your imported procedure will move to the "Unused Blocks" side panel to save them in case you want to put them elsewhere in the procedure.

Click CONVERT TO DRAFT

Alert!

If there are any formatting issues or missing steps, you'll receive this error:


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