The Import Facility Data window is InfoAsset Planner's internal option to update the InfoAsset Planner Facility Type data.  Because InfoAsset Planner is completely built off the ArcGIS structure, there are other ways outside of InfoAsset Planner to overwrite, update, or add data to the InfoAsset Planner facility types, but this is a clear, structured option for users working inside an InfoAsset Planner project.

The Import Facility Data tool may be found in the main InfoAsset Planner toolbar drop-down menu.  Note that in this drop-down menu, there are options to import vertical asset data, pipe survey data, manhole survey data, work management data, etc.  All of these options and windows work similarly to each other.  The main differences are simply which tables within the InfoAsset Planner project database does the InfoAsset Planner user want to import to.

If you select the Import Facility Data option, you will first be asked if you are importing from a standard database such as the ESRI Wastewater Data Model.  If you are, this option can be checked and the import facility process can be expedited.  However, generally you can simply select Next if they are not importing from a standardized database. 

After clicking Next the following window should open.  This window may be divided into three panels explained below.

The red panel matches the list of Facility and Asset types currently within the InfoAsset Planner project database to the table that you are to import into the InfoAsset Planner project database.  You can import to multiple facility types or assets at once.  In the screenshot above, the manhole and gravity mains facility types are both set to be updated.

The green panel controls the import settings and the source data.  Depending on the tab selected, you may update their facility data from outside tables, survey imports, or service and work information.  Survey imports and service and work information imports are discuss more here.  Using the ellipsis or drop-down option, you may select the table, feature class, shapefile, Excel file, Access database table, etc. you want to use to update or add to their InfoAsset Planner facility type.

The Import Filter tool gives you a way to query and filter from the records being imported to the facility type.  You may use the Query Builder button or directly type into the blank window space to add a filter.

Import Options also exist and can be set uniquely for each Facility Type being updated in the red left panel.  After selecting each radio button a description should appear under each

  • Clear Existing - Clear existing records first, then import data from source table.

  • Insert and Update - Try to find existing record by ID.  Update it if it exists, otherwise insert a new record.

  • Insert Only - Try to find existing record by ID. Insert a new record if it does not exist.

  • Update Only - Try to find existing record by ID. Update it if it exists, otherwise ignore this record.

    When updating existing records, we have two update options:

  • Overwrite - When updating an existing record, copy over previously populated fields. 

  • Merge - When updating an existing record, only copy values to empty fields.

    • If “Update Attributes Only” has been checked, when updating existing records, if target table is facility table, only update attribute, do not replace geometry.

The blue panel contains the system and client field mapping.  Like in many other areas of InfoAsset Planner, this mapping can be saved view .csv files so it does not need to be repeated.  Unlike the Facility and Asset Type Manager, the system fields in this window are not fixed.  If you add a field to the selected facility type either through InfoAsset Planner or ArcGIS, it will appear as a system field.  Likewise, if a field is deleted, it will not appear here as a system field because it cannot be imported to.

In this panel, notice that the Facility ID field is highlighted red.  This is because many operations in InfoAsset Planner rely on unique IDs for each element within an InfoAsset Planner project database.  Non-unique IDs are a source of many possible errors within InfoAsset Planner and should be corrected before importing information into an InfoAsset Planner projected database as a facility or asset type.