Import data
Importing Excel sheets
Use the sample documents as a basis for entering your own data from other billing or production systems.
Simply copy and paste the data into the corresponding columns in the example document in Excel and use the importers.
If you do not have any information, you can leave it blank as long as it is not mandatory.
It is important to keep the names of Excel sheets, the system uses them to understand the content.
It is also important to maintain the field names that are in the first row of each sheet, the system uses them to know which field to assign the data to.
The order of columns is not important.
Line 1 is the headers and is not imported.
Customer imports are a single sheet, but item and order imports have two sheets.
The items have "Items" and "Prices", the Items sheet contains the item data and the Prices sheet contains the prices for each rate indicating the item code.
Orders also have two sheets "Head" and "Lines". The Head sheet contains the invoice headers and, if desired, also the customer data. The Lines sheet contains the order lines, which must be linked with the "Number" and "Type" fields with those entered in the Head. If a row has no price and has the same code as the previous one, it is considered consecutive and is joined to the previous one, obtaining a joint description.
Steps
Use the sample documents as a basis for entering your own data from other billing or production systems.
Simply copy and paste the data into the corresponding columns in the example document in Excel and use the importers.
If you do not have any information, you can leave it blank as long as it is not mandatory.
It is important to keep the names of Excel sheets, the system uses them to understand the content.
It is also important to maintain the field names that are in the first row of each sheet, the system uses them to know which field to assign the data to.
The order of columns is not important.
Line 1 is the headers and is not imported.
Customer imports are a single sheet, but item and order imports have two sheets.
The items have "Items" and "Prices", the Items sheet contains the item data and the Prices sheet contains the prices for each rate indicating the item code.
Orders also have two sheets "Head" and "Lines". The Head sheet contains the invoice headers and, if desired, also the customer data. The Lines sheet contains the order lines, which must be linked with the "Number" and "Type" fields with those entered in the Head. If a row has no price and has the same code as the previous one, it is considered consecutive and is joined to the previous one, obtaining a joint description.
Steps
- Download the example sheet corresponding to the data you want (Customers, Items, Orders or invoices, ...)
- Copy the data columns to the sheets. IF necessary you can reorder them but DO NOT change the names of the first row.
- Add the necessary translation tables (they are optional).
- Save the document and use the import form.
- The import will perform validation and if there are no errors it will perform the import.
You can try to validate as many times as you want.
If necessary, you can choose to import only the correct records.
Translation tables
If your data is encoded differently you can use translation tables.
To create a translation table, simply do the following:
- Create a new sheet (or copy an existing sheet) in Excel that contains the data
- Give it the name of the field you want to translate.
- Fill in columns A and B, where A is the value of the data and B is the value to import.
In column A is the code that your data currently has and that you have in the main sheet (Head or Items).
In column B you must enter the code that you will find or enter in the corresponding maintenance (payment methods, zones, provinces, ...).
In the example Excel documents there are code translation tables that you can use as an example, you can create a sheet for each field you need to "translate"
Line 1 is the headers and is not imported.
If you duplicate any value in column A, only the first one will be used.