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Import data from MS Excel

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The form for mass import for credits can be accessed via the Credits and Leases form by clicking the  (Import/Export Data) button and selecting the Import Data from Microsoft Excel.

New form opens, Data import.

Here is a description of form:

  1. Data Import tab:

File Path

In this field enter file path from where you want to import excel file.

Hide

Check if you want to hide Already Imported data.

Excel Sheet

Enter excel sheet from which one you want to import data.

Import from File

By clicking on this button data from excel is visible in the lower section in the lines.

Create documents

After importing XLS, credits can be visible in the grid and with click on button Create document, program will create documents.

Structure

Default structure is already present, but you can add additional fields or rearange existing.

HINT

Here is a Sample file you can download and use.

 

By clicking on button Structure shows current structure.

HINT

You can add new field, custom fields and mark column with correct letter in XLS and program will import data to correct place.

 

  1. Import Settings tab:

On this tab enter settings for import file:

Namig

This table tells you in which column of Excel should be entered whict data from field Field Name.

Always add new subject

If checked it means that subject will be added to Subject Register.

Create invoice for extra sums

If checked program will create invoice for extra sums.

Excel Column

In this column enter excel column.

Existing lines are recommended, but you can eneter new ones for your needs.

Field Name

Select from drop down field name.

Description

If you want enter a description of field.

No duplicates

No duplicates column is used only with check box Always add new subject - meaning that subject will be added with suffix to codebox.

 

 

 

  

     


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