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Minerals Import Wizard

Importing

The Minerals Import application uses a wizard to step you through the import process. Before detailing each step, please ensure that the data is in a Microsoft Excel format (xls or xlsx). In addition, please verify that the columns are properly named and that the well production tab is named “MCF” and that the well interest tab is named “DOI”.

Introductory wizard instructions:

  1. Open the Minerals Import application to begin the import wizard process and click the 'Next' button.
  2. Select whether you are importing a new spreadsheet or if you're resuming work on data that has already been imported and click the 'Next' button.
  3. Select whether you are importing well production or well interest data and click the 'Next' button.
  4. Choose the well operator that provided the spreadsheet. Click to “Manage well operators”, if needed. Click the 'Next' button.
  5. Notice at the top of the wizard screen shows what you have selected throughout the wizard process.

  6. Verify the lookup table values for the selected operator. The left column value indicates how the operator would reference the value on the right. Click the 'Next' button. For more information about Lookup Table Values Click Here.
  7. Select the Microsoft Excel spreadsheet to be imported and then click the 'Next' button.
  8. If importing well production data, indicate whether you'd like the application to auto-match wells during the import. Click the 'Finish' button.

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Lookup Table Values

While using the Minerals Import Wizard to import a spreadsheet, on the wizard page after selecting the operator, the Lookup Table Values screen (as seen in the image below) will display the values expected for each category listed within the spreadsheet. Click “Manage Lookup Table Values” to edit the values.



You need to make sure the the values in the lookup tables match the spreadsheet values. The fields on the left are editable. Simply click and type in the value that are on the spreadsheet. When you are done editing the values you need click the check box circled in the image below.





Now that you have matched the Lookup Table values with the spreadsheet values you proceed with the importing process.

Please Note: The Interest Type “BL” is always treated as a Royalty Interest. There is no need to add it in the Lookup Table Values or change it in the spreadsheet.

Errors that occur while importing a spreadsheet

Some errors, such as those that indicate that a spreadsheet is missing required columns, are a straightforward fix. However, due to the complexity of formatting that can occur behind-the-scenes within Microsoft Excel files, some errors are more tricky to resolve.

For instance, if you receive a technical-looking error mentioning that it could not find certain fields (not the required fields message), then the most likely culprit is the “Name Manager” section. These name manager entries prevent the MineralsImport application from being able to read and import the Excel data.

To resolve this error, simply load the spreadsheet in Excel, click the “Formulas” tab and then click on “Name Manager”. Highlight all of the entries and then click “Delete”. Save and close the Excel file and retry the import.

Another common issue is that you cannot import an Excel file that is currently open in Microsoft Excel, so always make sure that the spreadsheet is not open in Microsoft Excel during the import process.

Informational Documents

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importing.txt · Last modified: 2017/04/21 13:58 (external edit)