# Checklist for automation

When automating data transferral, there are some fundamentals that must be in place.

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The golden rule of data automation is:&#x20;

**Standardization is paramount. Everything should be of a standard format**
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Below is a checklist to assist you to successfully automate your data transfer, with optional items marked accordingly.

**Definition: Component**

A component is a part or assembly at any hierarchy level in the assembly. A component can also be something that is not modelled in CAD, such as weld rods, glue, etc.

<table><thead><tr><th width="187">Requirement Status</th><th width="213">Item</th><th>Description</th></tr></thead><tbody><tr><td>Required</td><td>Part Number</td><td>Each component has a unique part number that is in the CAD, PDM, PLM or ERP</td></tr><tr><td>Optional</td><td>Part Description</td><td>Each component has a non-unique description that is in the CAD, PDM, PLM or ERP</td></tr><tr><td>Optional</td><td>Matching item code</td><td>Each component has a unique matching  number that spans the CAD, PDM, PLM and also in the ERP</td></tr></tbody></table>

That is it. If you have unique part numbers, we can do the rest
