Import data from MS Excel
The form for mass import of data on credits and leases can be accessed on the Credits and Leases form by clicking the 
(Import/Export Data) button and selecting the Import Data from Microsoft Excel option.
A new form Data import opens.
Here is a description of form:
- Data Import tab:
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File Path
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In this field, enter the file path from which you want to import the Excel file.
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Hide
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Check if you want to hide the already imported data.
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Excel Sheet
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Enter the Excel sheet from which you want to import data.
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Import from File
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Displays data from Excel in the lines in the bottom section of the form.
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Create documents
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After importing the XLS file, credits can be visible in the grid and by clicking on the Create documents button, program creates the corresponding documents.
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Structure
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Default structure is already predefined, but you can add additional fields or rearange the existing ones.
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HINT
Here is a Sample file that you can download and use.
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Clicking the Structure button shows the current Excel file structure.
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HINT
You can add new fields or custom fields into the Excel file and mark the corresponding column with a correct letter so that the program can import data to the correct place.
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- Import Settings tab:
On this tab, define the settings for the import file:
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Namig
This table tells you in which Excel column you need to enter a particular data from the Field Name field.
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Always add new subject
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If checked, it means that the subject will be added to Subjects register.
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Create invoice for extra sums
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If checked, the program creates invoice for extra sums.
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Excel Column
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In this column, enter the corresponding Excel column.
Existing lines are recommended, but you can enter new ones for your needs.
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Field Name
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Select the field name from the drop-down list.
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Description
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Used to enter a description of a field.
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No duplicates
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Used only in combination with the Always add new subject check box, which means that if the same subject is imported, it will be added to the Subjects register with a suffix in accordance with the selected field.
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