Importing records into SDS Track is a two part process.
Upload SDS Information
**Please NOTE: The SDS's are not loaded until the SDS's are attached after the list is imported.
- Select SDS Track from the Applications menu in the platform navigation bar
- Select Import SDSs from the Setup menu in the SDS Track navigation bar
- Click the Import button in the upper-right
- Download the SDS import spreadsheet from the provided link
- Fill out and save the spreadsheet according to the instructions in the first tab
- Click Select File, then browse to and select your saved spreadsheet
- Click the Import button to begin the upload
If any data is in the incorrect format or missing, we will let you know as the data is being imported and give you an opportunity to fix it. The system will skip over any SDSs already in the system.
Attach SDS Files
- Select SDS Track from the Applications menu in the platform navigation bar
- Select Import SDSs from the Setup menu in the SDS Track navigation bar
- Click the Upload icon next to the desired SDS record
- Click Select File, then browse to and select the desired SDS file
- Click the Upload button to attach the file to the SDS record
General Guidelines
- Imports are site-specific! Be sure to select the appropriate site before beginning an import.
- Required fields are indicated by shading the header row yellow in all import spreadsheets. Some additional fields will be required depending on the optional fields that are entered. For instance, entering data in an optional Line 1 Address field will cause the City, State, and Zip Code for that address to be required also.
- Notes are included in the header of columns that require data in a specific format and are indicated by a red triangle in the top-right corner of the cell.
- Altering the structure of the import spreadsheet, such as by adding or removing sheets or columns, may cause the import to fail.