3E Exchange

How to create, edit, and insert summary data pages into questionnaires.

Custom Summary Data Pages

Tips on how to most effectively get your product and material data into the 3E Exchange system.

Data Import Guide

How do Documents like SDS', Compliance supporting files, and Declare Emissions roll up? How can you manage documentation on 3E Exchange?

Document Inheritance

Adding a Material Passport to Your Library

Learn how to efficiently share data between 3E Exchange and the HPD Builder

Import Data from the HPD Builder

Using custom BOM columns to display data from custom summary data fields in your BOM view

Display Custom Data from your Summary Data Template in your BOM

Effectively import a variety of data types using our various import modes.

Data Import Templates

Everything you need to know about using the "Assign Summary Data and supporting files for multiple Products" functionality

Assign and Update Summary Data in Bulk

Use the BOM Column Template to define which columns you will see, columns with predefined values, and add custom columns.

Setting up your BOM Fields

Getting started with your Product and Materials Library

Products and Materials Library

Organize your products and materials into Folders

Using Folders in your Products/Materials Library

Have a detailed SDS for a material? Use it to create your initial material data and then survey and report from that information.

Import and Extract Material Data from an SDS/MSDS

Maintaining and updating your library with uploading summary data

Using Imports to Update & Manage your Library

Edit summary row columns for linked materials either in the product or once for every instance where that linked material is used.

Column Settings for Linked Materials Rows

Efficiently import and manage all of your supplier information!

Importing and Managing Supplier Contacts

Don't have the level field coming out of your ERP? 3E Exchange can still use that data easily!

Import Multi-level BOMs without the Level Field Included

Everything you need to know about 3E Exchange's recommended auto-calculation mode!

3E Exchange Standard Auto-calculations

3E Exchange can automatically calculate weights and percentages in products using your data!

Weight Auto-Calculations

3E Exchange can automatically calculate the overall recycled content of your products based on the recycled content of your materials.

Recycled Content and Scrap Rate Auto-Calculations

Import, manage, and ask suppliers about summary data that's important for your products and materials

Managing Internal Summary Data

Complete your reports by entering or importing data about your products and materials.

Managing Reporting Summary Data

Create a library of materials that automatically update inside products

Introduction to Linked Materials

Handle complex products by nesting materials multiple levels deep

Using Linked Materials and Level Hierarchy to Determine Relative Weight Calculations

Learn how to link materials to create BOMs more efficiently and connect data across multiple products

Importing Linked Materials in Products

Enable the summary row to calculate recycled content, track overall material data, and better manage your 3E Exchange Data

Using the Summary Row

Have 3E Exchange warn you when your data seems not quite right

Validate your Data

Learn more about the column titles in 3E Exchange

Column Titles and Definitions

Add a substance that doesn't have a CAS number or record to your product in 3E Exchange.

Adding a Custom Substance to a Product or Material

Step-by-step instructions on how you can create a custom list in 3E Exchange

Creating a Custom List

Evelyn Ritter

Joe Marino

Bill Hoffman

Learn advanced usage of the import functionality, set up your library, and efficiently maintain your data.