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Importing Worksheets

Sequoia v5.0


This guide covers importing (uploading) worksheet data into Sequoia. The functionality is the same regardless if the worksheet is for Import or Export declaration data.

Details of the supported structure of the worksheet data can be found here.

A guide to importing the worksheet data into a declaration can be found here.

Uploading a Worksheet into Sequoia

To upload a worksheet into Sequoia, right-click within the Worksheets list in the Customs module to display the context menu and select Import, as shown below.

Import Worksheet from List

The New Worksheet dialog will be displayed (as shown below).

You can also create a worksheet manually if required. From the context menu above, click the Create option (rather than the Import option).

In those circumstances, the dialog below will be displayed without the Import From File section.

New Worksheet Dialog

Label Description
Reference Your reference number to identify the worksheet.
Customer The worksheet customer. This must be an existing CRM Account.
This control supports a lookup to CRM using the ellipsis button or by entering a question mark ('?').
Type Select whether the worksheet is for CDS Import or CDS Export declarations.
Data Source This is the location of the worksheet file. Use the ellipsis button to display a Windows Explorer window to navigate to the file.
Translator Select the type of worksheet translator to use to import the file:
Import Excel - for importing Excel .xls or .xlsx file types for use in import declarations
Export Excel - for importing Excel .xls or .xlsx file types for use in export declarations
Worksheet Xml - for importing worksheets in XML format. The XML format must follow the same schema used when importing worksheets through the Sequoia API service

Click the OK button when ready to import. The dialog will close and the data from the file will start to be imported into Sequoia. The Worksheet Editor will be displayed showing the busy animation until the data import is complete.

The Worksheet Editor

The editor is displayed after initially importing the data or when an existing worksheet is opened from the list.

An existing worksheet can be opened by double-clicking the record in the list or by clicking the Open context menu option.

Worksheet Editor

The data displayed is mapped from the original worksheet file. The subordinate records (Documents, AI Statements, etc) and any item-level parties are shown for each row in the grid in the panel at the bottom of the editor.

The other settings are described below.

Label Description
Apportion Item Net Mass by Value Requires a Net Mass value to be set on the worksheet header.
Check this setting if you would like the item level Net Mass to be automatically calculated when importing the worksheet into a declaration.

Additional worksheet items can be added by clicking the Add button on the toolbar above the list of items. A worksheet item can be deleted by selecting it and clicking the Delete button on the toolbar above the list of items.

Main Toolbar Buttons

The toolbar at the top of the worksheet editor has a number of buttons, as follows:

Button Description
Save Save any changes made to the worksheet data.
Delete Deletes the worksheet from Sequoia. This is not allowed once any of the worksheet items have been imported into a declaration.
Report Produces a report for this worksheet. The report includes information from any declaration(s) linked to the worksheet.
Update from Product Catalog Updates the worksheet item data using any Product Catalog records associated with the Customer CRM Account.
This function will be available in a future release.
Change Customer Use this if you need to change the CRM Account this worksheet is associated with.