Turnkey PLM Solutions

Cre8tive Import Tool

Data in. Risk out. Excel-based bulk creation of parts, documents, BOMs, and file attachments in Pro.File — through a guided web wizard that validates everything before it writes.

Any Pro.File PLM environment Zero-config in Turnkey · configurable everywhere
Product Tour

See it in action.

The Cre8tive Import Tool lets you bulk-create PLM data — parts, documents, projects, their BOM and structure relationships, and file attachments — from an Excel or CSV spreadsheet, through a guided web UI. It validates the whole package before a single object is written, records every run for audit, and saves reusable mapping profiles so the second import takes minutes, not hours.

Capabilities

What it does for you.

Guided seven-step wizard

Source, Fields, Attachments, Rules, Profile, Validate, Import — with live previews at every step. A builder-generated template prefills nearly everything, so you can jump straight to Validate.

Templates built from your schema

The Template tab generates a spreadsheet matching your own PLM object types and fields — required create-form fields are pre-selected and locked in, so templates can't drift from reality.

AI-assisted data preparation

Download a generated AI prompt built from your schema, hand it with your raw source data (ERP exports, BOM listings, legacy spreadsheets) to the AI assistant of your choice, and get back rows in exactly the template's shape. The tool itself never calls an AI and sends your data nowhere.

Validates before it writes

Whole-package validation reports import-level and per-row problems before anything touches your database — fix, re-upload, and import with confidence.

Full audit trail

Every run is recorded. Import admins browse history, inspect individual runs, and resubmit failures from the Audit tab.

Permission-safe by design

You sign in with your own PLM account and can only import what that account is allowed to — enforced server-side, not just in the UI.

Publications

Dig into the details.

A full documentation set ships with the product — contact us for evaluation copies.

Version 1.0.0 · PRO.FILE 10.x / PRO.FX

Ready for a closer look at the Import Tool?

We'll demo it live against realistic data and map it to your environment.

Request a Demo