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Tools

Tools

 

Introduction

Tools provide access to functions that work independently from the content otherwise loaded in the client.

 

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TECH NOTE: You need permissions to access each individual tool. If you don’t have these permissions, you will not see the menu items.

Import Permissions and Role-Based Behavior

Perfion’s import-related tools Import Items, Import Logs, and the Import Wizard are subject to role-based access control. Two key roles influence what users can see and do:

CanImport Role

If a user does not have the CanImport role:

  • The Import menus will be hidden throughout the Perfion interface.

  • In the web client, the top three of the four import-related menu items will be hidden.
    (See image for reference)

Can Import Feature Data Without Validation

If a user does not have this role:

  • The option Create will not be available for UnknownSelectableHandling.

  • The option Create will not be available for ValidationViolationHandling.

These settings appear when calling the importer from an action.

Although users can select "Create Values" for both settings, they will be blocked during the final validation step unless they have the appropriate role. These options may be removed in future versions.

This behavior applies across all import tools, including the Import Wizard and the Import Logs, where visibility and available actions may be restricted based on these roles.

Import Wizard

Perfion's Import Wizard makes it easier than ever to import product data from Excel and other file formats - even if your files aren’t in the standard Perfion format. The wizard guides you through a step-by-step process to configure, map, validate, and import your data. The Import Wizard is available as of Perfion 2025-R1.

Note: The Import Wizard replaces the old “Import Items” overlay.

Find details on how to use the Import Wizard in this chapter.

Import Items

Import Items lets you import items to Perfion from physical files.

In this dialogue you have these options:

Which feature do you want to import to

Select the base feature you to import to. This will typically be Product, but you can import data to any selectable feature.

Select the file you want to import

Click the icon an choose your import file. The following formats are supported:

  • csv

  • xls

  • xlsx

  • xliff

  • xml

  • txt

Import method

This option controls whether exiting values in Perfion are kept or deleted if the import file does deliver a value.

Choose between:

  • Keep existing values when missing in import (default)

  • Delete existing values when missing in import

Selectable feature validation

This option controls whether new selectable values in the import file (e.g. color “Dark Red”) are created in Perfion via the import or rejected.

Choose between:

  • No validation (default)

  • Validate selected features

  • Validate all features

Keep the first occurrence of records with duplicate keys

This option controls whether items with duplicate keys are ignored or if the first occurrence should be imported.

Please refer to separate import documentation for details.

When you click ‘Import’ the application server will start the import in the background. You can follow the progress by clicking the Jobs icon in the top right corner.

Import Log

After running an import, the Import Log will give you an overview of how the import went and tell you more about what went wrong, if needed.

If you need to see details about one of the import logs, click the “eye icon” in the Content column.

Execute Actions

Execute Actions lets you execute any action your administrator has exposed in the menu.

When you click the name of an action the application server will start the action in the background. You can follow the progress by clicking the Jobs icon in the top right corner.