Exporting Configuration Lists

Before assigning part numbers to a Toolbox component, you must first export a configuration list for the component to a Microsoft® Excel file.

To export configuration lists:

  1. Open the Toolbox Setup dialog box:
    1. In Windows, click Start > SOLIDWORKS Tools version > Toolbox Settings version.
    2. In SOLIDWORKS, click Configure in the SOLIDWORKS System Options - Hole Wizard/Toolbox dialog box.
  2. Click 2 - Customize Your Hardware.
  3. On the Customize Hardware page, select an individual component.
  4. At the upper left of the configuration list, click Import/Export and click Export data .
  5. In the Save as dialog box:
    1. Select a location for the spreadsheet file.
    2. For Save as type, select Excel Workbook (*.xlsx) or Excel 97-2004 Workbook (*xls).
    3. Click Save.
  6. In Microsoft Excel, open the spreadsheet.
  7. In the row for each configuration, type part numbers, descriptions, and comments in the appropriate columns.
    Do not change other values or add columns. The other property values must not change for the import to succeed.
  8. Save and close the spreadsheet.
  9. In Toolbox, on the Customize Hardware page, click Import/Export and click Import data .
  10. Browse to the spreadsheet file and click OK.