The Import feature within the Workspace allows you to upload a large amount of patent numbers into PatSnap. This might be from a list of patents you already have, or from another system you are moving from. PatSnap is able to detect and match Application or Publication Numbers within your Excel file, with data that exists in the PatSnap database.
Before importing your document, make sure the below is done:
- The spreadsheet needs to be sorted as the reference template suggests
- Make sure that the fields you want to import are already in the Workspace
- Fields name in the Workspace and Columns name in your spreadsheet must match
- When creating custom fields in the Workspace choose the type coherently to the cell's data