Plan Input Imports - ION Manual
Overview
The Plan Inputs importer adds inputs to existing draft plans, one CSV row per input, with the parent plan identified by plan_id. A single file can target multiple plans. This importer only creates plan inputs. It never modifies the parent plan itself, and because a plan can legitimately hold multiple inputs for the same part, per-row updates are not supported. To rebuild a plan’s inputs from scratch, enable the Replace existing inputs option in the import dialog. ION then removes the plan’s current inputs and recreates them from the CSV.
plan_id | part_number | revision | quantity | due_date | serial_number
42 | WIDGET-A | A | 10 | 2026-05-01 |
42 | WIDGET-B | A | 5 | 2026-05-01 |
42 | WIDGET-C | B | 1 | 2026-05-01 | SN-12345
Import options
| Option | Default | Description |
|---|---|---|
| Replace existing inputs | Off | When enabled, the targeted plans’ existing inputs are removed and recreated from the CSV. When disabled, imported inputs are added to the existing ones. |
Columns
| Column | Required | Description |
|---|---|---|
plan_id |
Yes | ID of the parent plan. The plan must exist and be in draft status. |
part_number |
Yes | Part number of the input. Matched case-insensitively. |
revision |
No | Part revision. If omitted and the part has exactly one revision, that revision is used; multiple revisions produce an ambiguity error asking you to specify one. |
quantity |
Yes | Input quantity. Must be a non-negative integer. |
due_date |
Yes | Due date for the input, such as 2026-05-01. |
serial_number |
No | Serial number for the input. |
name |
No | Display name for the input. |
is_generate_new_demand |
No | Whether the input generates new demand. Boolean field (see accepted values). |
is_independent |
No | Whether the input is independent. Boolean field (see accepted values). |
Plan inputs can only be added to draft plans. Rows referencing a plan in any other status fail with a row-level error, as do rows referencing a plan ID that doesn’t exist.
This importer does not support custom attributes. Any column outside the list above causes a validation error.