Upload Components
Overview
Learn how to upload Components to Projects and best practices to ensure seamless data integration with Partsimony.
Uploading Components to a Project
There are two primary methods to upload Components to Partsimony.
Import with Component file(s)
Import with SAP
Step-by-Step: Upload Component with Desktop Files
To begin, click on the Add a Component in the top right corner of a Project page to open the Add Component(s) window.
Uploading your Components to Partsimony involves a simple drag-and-drop action of a zip file with all the relevant Component files.
Extract files from archive: this creates one component and saves all the documents in the zip file on the "Files" tab in the component card
Extract as individual components: this creates a component for each file with the same name within the uploaded zip file
For Example: Bolt.pdf, Bolt.step, Bolt.stl all become one component called “Bolt” with 3 associated files “Bolt.pdf”, “Bolt.step”, “Bolt.stl”
Process extracted files: this processes the STEP files in the uploaded zip file and creates components and thumbnails (alongside other engineered attributes) for the respective STEP file. Assembly files are processed as a single component.
Process assembly files: this processes assembly files in the zip file and creates components for each sub-component within the assembly. It is important to note that processing assembly files may create duplicate components depending on the file structure or if components are already uploaded as individual components.
The system takes over from here, automatically processing your files. While this happens, you can continue using the platform without interruption. The file processing runs in the background, and the system will notify you once the process is complete.
Preparing Component Files Before Upload
File Naming
For a smooth upload and grouping of associated files, it is important that the file names inside your zip match those in your CAD file. Partsimony automatically connects these files based on their names.
For example, if your Component is named 'Frame A', your files should be named 'Frame A.STEP' for the STEP file and 'Frame A.PDF' for the PDF file. This helps keep your files organized and ensures they link correctly in the system.
File Types
Partsimony accepts CAD files, PDFs, and GBR files. Consolidate multiple files into one Zip file to bulk upload Components.
File Size
Each file you upload should not be more than 100MB.
Step-by-Step: Importing Components from SAP
To begin, click on the Add a Component in the top right corner of a Project page to open the Add Component(s) window.
Then click on the Import from SAP button and provide details of your API key and Instance URL.
Click Connect and Partsimony will automatically import your selected Components from your SAP instance.
Log into SAP before importing into Partisimony
Make sure you're signed into your SAP instance before trying to import Components into Partsimony.
File Processing and Master Component Thumbnails
In Partsimony, when you upload a Component, the system works in the background to handle your files efficiently. A key part of this process is the automatic generation of thumbnails for your Components. This visual cue helps you quickly identify which Component is the master among the uploaded files.
If you find duplicate Components during your review, use the Archive function to clean them up. To archive a Component: select the Component you want to remove and click on the three dots icon on the Component card, then click Archive.
Frequently Asked Questions
You can upload files in CAD, PDF, PNG, and ZIP format. Make sure the file names in the zip match those in your CAD file.
After uploading your file, the system will automatically generate thumbnails for your components. These thumbnails help you identify the master component easily.
If you spot duplicates, you can select them and use the Archive option to remove them. Prioritize components with thumbnails to identify master components.