Importing Treeviews

Importing treeviews using a configuration package allows you to efficiently build complex hierarchical structures from Excel files. This method is especially useful when setting up multiple treeviews (e.g., for customers, vendors, items, etc.) in a new or existing environment.

⚠️ Important:

• Prior knowledge of the Configuration Package tool (also known as RapidStart) is required.
• Always test your import in a sandbox environment before applying it to a live system.
• Importing treeviews into a fresh database requires a clear understanding of how node relationships are structured.

Step 1: Create the Configuration Package

1. Navigate to the Configuration Packages page.
2. Create a new package and include Table 8119062 (Treeview table).
3. Exclude the following fields from configuration package:
   • Indentation
   • Presentation Order
   • Last Modified DateTime
4. Export the package as an Excel file.

💡 If you’ve already created multiple treeviews (e.g., Customer, Item, Location), all records will be included in the same Excel file.
To isolate specific treeview data, apply a filter on the Treeview Type field before exporting.

Step 2: Edit the Excel File

Update the exported Excel file with the appropriate data. Below is a description of the key fields:

💡 Tip:

• Each treeview must include one ROOT node (set as a Dummy node).
• For Real nodes, always fill in the Description, Description 2, and Search Description fields.
• For customers and vendors, these fields correspond to Name, City, and Search Name in the Treeview UI.

Step 3: Import the Configuration Package

Import the configuration package and apply. After opening the Treeview, click on the Refresh action to see the whole structure being adjusted.