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.
A guided walkthrough of Cre8tive Import Tool — what it does, how your people use it, and the results it delivers.
Want to see it on your own data? Book a live demo with our team.
DefinitionThe Cre8tive Import Tool is a guided, browser-based data-loading solution for Pro.File PLM. It turns Excel and CSV spreadsheets into fully linked parts, documents, projects, BOMs, and file attachments — and validates the entire package before a single record is written.
Every PLM program lives or dies on its data. Go-lives, acquisitions, legacy clean-ups, and new product introductions all begin with a mountain of spreadsheets — and traditionally, getting them into PLM has meant one-off scripts, specialist consultants, and nervous cutover weekends.
The Import Tool replaces all of that with a seven-step wizard your own data stewards can run. Templates are generated from your live Pro.File schema, an optional AI prompt reshapes raw source data into exactly the right format, and whole-package validation catches problems before they ever reach your database. Every run is audited, and saved mapping profiles make the next import routine.
Faster go-lives, cleaner data, and a data-loading process the business can own.
Load complete product structures through a guided wizard instead of waiting on custom scripts or consultant-built migration jobs.
Whole-package validation flags import-level and row-level problems before anything is written — so errors never become cleanup projects.
Data stewards run imports themselves, under their own PLM permissions — no developer, no database access, no ticket queue.
Saved mapping profiles turn the second import into a minutes-long task — consistent across teams and across years.
Every run is recorded for audit. Admins inspect history and resubmit failures in a click.
A generated prompt lets any AI assistant reshape raw exports into the template's format. The tool itself never calls an AI or sends your data anywhere.
Real situations where the Import Tool pays for itself.
Migrate legacy part masters, BOMs, and drawing vaults into Pro.File as part of a new implementation.
Result: Validated, audited data on day one
Bring an acquired company's product data into your PLM without standing up a bespoke migration project.
Result: Onboarded through the same validated process
Turn ERP exports, BOM listings, and legacy spreadsheets into structured PLM records — reshaped with the AI prompt.
Result: One source of truth in PLM
Create a new product's parts, documents, and multi-level BOM in one pass from the design team's spreadsheet.
Result: Release-ready structure in a single import
Attach large sets of drawings, datasheets, and models to the right parts and documents in bulk.
Result: No more one-file-at-a-time uploads
Load supplier-provided part lists and their documentation into PLM using a reusable profile.
Result: Repeatable onboarding for every supplier
The Import Tool gives you the speed of a bulk load with the safety of a reviewed, validated change.
Built for Pro.File in general and molded to your environment through designed configuration parameters — no bespoke code, and nothing your team has to babysit.
The capabilities that make it work.
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.
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.
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.
Whole-package validation reports import-level and per-row problems before anything touches your database — fix, re-upload, and import with confidence.
Every run is recorded. Import admins browse history, inspect individual runs, and resubmit failures from the Audit tab.
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.
A full documentation set ships with the product — contact us for evaluation copies.
Version 1.0.0 · PRO.FILE 10.x / PRO.FX
We'll demo it live against realistic data and map it to your environment.
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