Delivery Import

The section outlines how to use the import button found inside the delivery section.

Purpose

The Import function is designed to speed up the delivery creation process when scaffold or formwork structures are built in CAD software.

Some CAD systems can generate a material or component list as an export. Instead of manually adding each component into the delivery one by one, the Import function allows that exported list to be uploaded directly into the delivery.

This helps reduce manual data entry, improve accuracy, and save time when processing large deliveries.

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Requirements

To successfully import a CAD component list into a delivery, the exported component data should match the inventory records stored in Cloudscaff.

The following fields can be used for matching:

• Code

• Category

• Size

• Name

• Location

The more matching information available, the more accurate the import process will be.

At minimum, the import requires either:

• A matching Code, or

• A matching Name

If neither of these fields exist or match an inventory item in Cloudscaff, the component will not be recognized during the import process.

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Process

Phase 1: Download your Cloudscaff inventory list

Inside the delivery, click the Import button in the top right corner.

This will open the Import Inventory List window and guide you through the import process.

Click Download List.

This will download your full Cloudscaff inventory list in Excel format. The export includes the following columns:

Column	Description
id	Internal Cloudscaff item ID
code	Component code
category	Component category
size	Component size
name	Component name
location	Current inventory location
totalQty	Total quantity in the system
availableQty	Available quantity
orderQty	Quantity currently on order
deliveredQty	Quantity already delivered
deliveryQty	Quantity to deliver

Phase 2: Choose the correct import template

Now that you have downloaded your Cloudscaff inventory list in Excel format, you need to use it together with one of the Cloudscaff import templates.

There are two import templates available:

• Cloudscaff Import Inventory Template Using Code

• Cloudscaff Import Inventory Template Using Name

Which template you use depends on the information available from your CAD drawing export.

Template	Use When
Using Code	Your drawing export contains component codes	Cloudscaff Import Inventory Tempate Using Code.xlsx
Using Name	Your drawing export contains component names	Cloudscaff Import Inventory Tempate Using Name.xlsx

Cloudscaff Import Inventory Template Using Code

12KB

Cloudscaff Import Inventory Tempate Using Code.xlsx

Open

Cloudscaff Import Inventory Template Using Name

12KB

Cloudscaff Import Inventory Tempate Using Name.xlsx

Open

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Understanding how the template works

The import template works by comparing your CAD drawing list against your Cloudscaff inventory list.

The template contains two tabs:

Tab	Purpose
Cloudscaff Inventory List	Paste Your Cloudscaff Inventory export here
DrawingList	Paste Your drawing or CAD component list here

The process works like this:

1. You download your Cloudscaff inventory list

2. You paste that inventory list into the template

3. You paste your CAD drawing list into the DrawingList tab

4. The template automatically matches the items together

5. The delivery quantities are automatically populated

6. You export the "Cloudscaff Inventory List" as a CSV

7. You upload the CSV back into Cloudscaff

If the component names or codes match correctly, the import will prepare the delivery automatically for you.

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Phase 3: Paste your Cloudscaff inventory list into the template

Open the downloaded Cloudscaff inventory list.

Copy all the rows from the downloaded file from the following columns.

id	code	category	size	name	location	deliveryQty

Then open the import template and paste the data into the tab called:

Cloudscaff Inventory List

This gives the template a full copy of your Cloudscaff inventory database so it can perform the matching process.

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Phase 4: Paste your drawing list

Go to the tab called:

DrawingList

This is where you paste the material list generated from your CAD drawing.

Depending on which template you are using:

• Paste the Code and Quantity, or

• Paste the Name and Quantity

You only need:

• The component Code or Name

• The required Quantity

Example using codes:

Code	Qty
STD-3M	120
LEDGER-2M	45

Example using names:

Name	Qty
Standard 3m	120
Ledger 2m	45

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How the automatic matching works

The template automatically compares:

• The Code or Name from the DrawingList tab against

• The Code or Name in the Cloudscaff Inventory List tab

If they match correctly:

• The delivery quantities will automatically populate

• The correct Cloudscaff inventory items will be prepared for import

If something does not match:

• The quantity will not populate

• The item may be skipped during import

This is why your component names or codes must match the Cloudscaff inventory records correctly.

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Important Notes

Do not delete the id column

The id column is required by Cloudscaff during the import process.

If the id column is removed or changed, the import will fail.

Do not change column names

Keep all column names exactly as they are in the template.

Only update the deliveryQty values

The template is designed to automatically populate the correct delivery quantities.

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Phase 5: Export the file as CSV

Once all quantities have populated correctly:

1. Open the Cloudscaff Inventory List tab

2. Click File

3. Click Save As

4. Select:

   • CSV (Comma delimited) (.csv)

Save the file.

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Phase 6: Upload the CSV into Cloudscaff

Return to Cloudscaff.

In the Import window:

1. Click Upload CSV

2. Select the CSV file you exported

3. Confirm the upload

Cloudscaff will then automatically build the delivery using the imported quantities.