CalmCompliance
Assets

Import manufacturers from a spreadsheet

Import multiple manufacturers from a CSV or Excel spreadsheet with the Import Manufacturers wizard in Settings. The wizard maps columns, names repairs on messy rows, matches vendors to the Calm library where it can, and lets you review every row before you commit.

Spreadsheet import is separate from adding one manufacturer at a time in Manage asset manufacturers, and from choosing a manufacturer while creating an asset model.

Before you start

You need the Manager role (or higher) for the Premises module. If you do not see the Import Manufacturers card, contact your site administrator.

Prepare one spreadsheet with a header row. Only a manufacturer name column is required. Supported formats are .csv, .xlsx, and .xls.

Open Import Manufacturers

Start the wizard from the Imports hub in Settings.

  1. Open Settings and select Imports.

  2. On the Import Manufacturers card, click Open Manufacturer Import.

The Imports hub only shows tools you can access. For more about the hub, see Use the Exports and Imports areas in Settings.

Upload

Upload one spreadsheet that contains the manufacturers you want to add.

  1. On Upload, select a .csv, .xlsx, or .xls file.

  2. Click Continue.

CalmCompliance reads the file and prepares column mappings for the next step. If every line was wrapped in quotation marks so the columns read as one, Calm unwraps those lines and reads the file again.

Map fields

On Map fields, map spreadsheet columns to manufacturer fields.

  1. Map a column to Manufacturer name. You cannot continue until this field is mapped.

  2. Optionally map columns to Website, Support email, Support phone, Address, Country, ISIN, LEI, and Notes.

  3. Choose Don't import for any column you want to skip.

  4. Click Continue.

Every field other than Manufacturer name is optional.

Review

On Review, check the values that will be saved, not the raw text from the file.

  1. Read any repair notes under a row. Calm names what it fixed, such as columns that did not line up with the header, extra text kept on a free-text field, website text split from notes, or identifier values that were not stored because they were not valid.

  2. Check website values carefully. A misspelled address is still treated as a valid website, so only a person can catch it.

  3. Clear the Import checkbox for any row that should not be imported.

  4. Resolve or exclude every row marked Needs a name. A missing manufacturer name is the only condition that blocks the import.

  5. Click Continue.

Outcome labels mean:

  • Create — a new organisation manufacturer will be created.

  • Already held — the organisation already has this manufacturer.

  • Repeated — the same manufacturer appears again later in the file.

  • Excluded — you cleared Import for the row.

  • Needs a name — the row has no manufacturer name and must be excluded or fixed in the file.

When Calm recognises an unambiguous Calm library match, the row can show matched on LEI, matched on ISIN, or exact name. Weaker results, such as a possible match or an ISIN and LEI disagreement, are marked for review later. Those rows are still imported; resolving the match is not part of this import.

Confirm

On Confirm, check the summary, then run the import.

  1. Review the counts for Manufacturers created, Already held, Repeated in the file, and Excluded.

  2. If any rows will be linked to the Calm library, confirm that count. Only unambiguous matches are linked automatically.

  3. If any rows found a possible match that needs a person, confirm that count. Those manufacturers are still created.

  4. Optionally expand the list of websites to be saved and check them once more.

  5. Click Run import.

After a successful import, the page shows Import complete with counts for manufacturers created, links to the Calm library when any were made, already held rows, and repeated rows. Click Back to imports to leave the wizard.

After the import

Created manufacturers are available across all sites in your organisation. Open Settings > Premises > Manufacturers to edit contact details, identifiers, notes, or logos. See Manage asset manufacturers.

Manufacturer records that were not linked automatically because the match was weak or conflicting remain unlinked. Bulk import does not force a library link when the match is weak or conflicting.

Background matching when the library grows

When the Calm library gains new manufacturer entries, CalmCompliance checks your existing manufacturer records against them in the background. Manufacturers you added previously — including ones you typed by hand or imported before the library had a matching entry — can be linked without any action from you.

The background check uses the same matching rules as the import wizard. A manufacturer is linked automatically when its LEI, ISIN, exact name, or name after setting aside its legal form matches a library entry. A looser resemblance is recorded as a pending candidate and remains unlinked.

Records already linked by a person are not re-examined. Manufacturer records owned by an integration are also left alone.

Pending candidates cannot yet be resolved from the import workflow. They are recorded but have no review or resolution action available in the import screen.

Other ways to add manufacturers

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