Screen Innovations is a cloud-based design tool that allows Screens and Shades professionals to design a screen project in minutes. The integration between Screen Innovations and SI allows customers to eliminate the double-entry of parts in D-Tools projects.
You will need to know a few things before using this integration.
If you want to use this integration, please email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.
You will need an account with Screen Innovations to use this integration.
In this integration, the product data comes from Screen Innovations to SI. You will need to import the Screen Innovations CSV file to SI using the Import and Update feature in the Project Editor.
Do this to import the product data from Screen Innovations.
1/ Export the Screen Innovations CSV file by clicking the D-Tools button from the Screen Innovations interface.
2/ Create a new project or open an existing project.
3/ In the Project Editor of the project, click CSV > Import and Update in the Tools tab.
4/ You will be prompted to browse to the Screen Innovations CSV file.
Once the CSV file has been selected, the Map CSV File interface will open.
5/ Once your fields are mapped, click Next.
6/ On this next step, if some manufacturer names in your spreadsheet are not already a part of your SI catalog, you can create the manufacturers or map them to existing manufacturers, e.g., different spelling in your catalog.
7/ Click the Map link next to each name you wish to map to an existing manufacturer, and the following form will open.
8/ Make your selection and then click OK.
9/ On this step, if category names in your spreadsheet are not already a part of your SI catalog, you can create the categories or map them to existing categories, e.g., different spelling in your catalog.
10/ Click the Map link next to each name you wish to map to an existing category, and the following form will open.
11/ Make your selection and then click OK.
12/ This step primarily summarizes what you have done in the previous steps.
Here, you can also choose whether to use the Part Number or Accounting Item Name fields to match them to the SI catalog items, if they exist in your CSV file.
These options are useful if you do not have a Model field mapped in your CSV file.
13/ When ready, click the Finish button.
14/ This will list all of the items in the CSV file. The "In Catalog" will indicate whether or not the items already exist in your SI catalog.
The Filter section of the ribbon allows you to filter between All, New, Matched, and Inadequate.
New - Items not already in the Project.
Matched - Items that already exist within the Project.
Inadequate - Items with not enough information for importing into the project. These products have no Model, Item Number, or Accounting Item Name fields mapped. These could also be items not assigned to a manufacturer.
15/ When ready, click the Import button and choose whether to import New, Matched, or New and Matched items.
The following form will open.
16/ Here, you can choose your import options and verify what columns you wish to import.
Click OK, and you will get a confirmation of your import.
17/ If no locations and systems were in the CSV file, you can assign them within the Project Editor.
You have imported the project items from the Screen Innovations to an SI project.
If you have any additional questions, please send an email to api@d-toolshelp.com.