Item Authoring > About Unit Conversions > Uploading a conversion profile

Uploading a conversion profile

IMPORTANT: You must have the Manage Unit Conversions permission to access the Unit Conversions screen. For more information, read About roles and permissions.

A conversion profile contains rules that are used to convert units in items. You can upload conversion profiles in the Unit Conversions screen.

This article explains how to upload a conversion profile, including how to populate your conversion spreadsheet.

1. Go to the Unit Conversions screen

To view the Unit Conversions screen, go to Item Authoring > Unit Conversions.

NOTE: For more information about Unit Conversions, read About the Unit Conversions screen.

2. Select Upload Profile

Select Upload Profile to upload your conversion profile.

3. Choose your conversion profile

You can choose to upload a new conversion profile or replace an existing conversion profile.

Uploading a new conversion profile

You can upload a new conversion profile in the Upload Profile dialog.

To upload a new conversion profile, select Upload New Unit Conversion Profile.

Select Continue .

Fill in the following details in the Upload Unit Conversion Profile dialog.

NOTE: Mandatory fields are marked with an asterisk (*).

Setting	Description
Profile Name*	Displays the name of the conversion profile.
Upload file*	Displays the name of the file uploaded.

Select Download Sample XLSX to download an XLSX file containing help and guidelines on how to populate each sheet in your conversion profile. For more information, go to ‘Populating your conversion spreadsheet’ later in this article.

Select Upload to upload your conversion profile.

Replacing an existing conversion profile

You can replace an existing conversion profile in the Upload Profile dialog.

To replace an existing conversion profile, select Replace Existing Unit Conversion Profile.

Select Continue .

Fill in the following details in the Upload Unit Conversion Profile dialog.

NOTE: Mandatory fields are marked with an asterisk (*).

Setting	Description
Profile Name*	Displays the name of the conversion profile. You can choose a conversion profile from the list of existing conversion profiles.
Upload file*	Displays the name of the file uploaded.

Select Upload to upload your conversion profile.

Populating your conversion spreadsheet

IMPORTANT: You can create a maximum of 200 rules in your conversion spreadsheet.

You must populate your conversion spreadsheet with the rules required to convert units in items.

You can also include Unit, Context One, and Context Two glossary terms in your conversion spreadsheet. When you perform a unit conversion, Surpass searches for any alternative glossary terms specified in your conversion spreadsheet. For example, Surpass might search for a variation in spelling (kg, k g, kilograms).

Fill in the following details in each sheet of the conversion spreadsheet. For more information, you can use the Help and Guidelines sheets.

NOTE: Mandatory fields are marked with an asterisk (*).

Profile

Column	Description
Rule Name*	Enter the name of the rule.
Context One*	Enter the term the conversion will search for in the text of an item. EXAMPLE: The conversion may search for the term ‘blood’.
Context Two*	Enter the additional term the conversion will search for in the text of an item to ensure accuracy. EXAMPLE: The conversion searches for different variations of the context. This could be a variation in spelling (BLOOD, bld).
Unit One*	Enter the unit of measurement that is being converted. EXAMPLE: You may be converting grams (g) to a different unit.
Value One*	Enter the factor being used to convert Unit One to Unit Two.
Unit Two*	Enter the unit of measurement that is being converted.
Value Two*	Enter the factor being used to convert Unit Two to Unit One.
Nearest Decimal Place	Enter the conversion value rounded to the nearest decimal place. NOTE: If this column is left blank, the conversion will round the value to two decimal places by default.
Formulas Included	If Yes, the conversion will use formulas in the Value One and Value Two columns. If No, the conversion will use numeric values. NOTE: If formulas are included in a conversion profile, the following operators and variables are supported: +, -, *, /, ^, x, y, z, a, b. You can also include nested parentheses and numbers with a decimal point.

Unit Glossary

NOTE: The Unit Glossary sheet is optional.

Column	Description
Unit	Enter the unit of measurement you are converting to. EXAMPLE: You might be converting grams (g) to kilograms (kg).
Alternative	Enter the different variations of the unit. EXAMPLE: The conversion searches for alternative units specified in this column. This could be a variation in spelling (kg, K G, kilograms).

Context One Glossary

NOTE: The Context One Glossary sheet is optional.

Column	Description
Context One	Enter the term the conversion searches for in the text of an item. EXAMPLE: The conversion may search for ‘blood’.
Alternative	Enter the different variations of the context. EXAMPLE: The conversion searches for different variations of the context. This could be a variation in spelling (BLOOD, bld).

Context Two Glossary

NOTE: The Context Two Glossary sheet is optional.

Column	Description
Context Two	Enter the term the conversion searches for in the text of an item.
Alternative	The different variations of the context. EXAMPLE: The conversion searches for alternative units specified in this column. This could be a variation in spelling (kg, K G, kilograms).

4. Complete uploading your conversion profile

When you have uploaded your conversion profile, you are notified if the upload was successful. Select View Report to download a report about your conversion profile. Select Close to return to the Unit Conversions screen.

Uploading a conversion profile

In this article

1. Go to the Unit Conversions screen

2. Select Upload Profile

3. Choose your conversion profile

Uploading a new conversion profile

Replacing an existing conversion profile

Populating your conversion spreadsheet

Profile

Unit Glossary

Context One Glossary

Context Two Glossary

4. Complete uploading your conversion profile

Further reading

About the site