The "Import data from Excel" feature enables data transfer from an Excel spreadsheet to a database. If you encounter any issues during this process (using the Excel Import templates), please verify the settings using the following checklist:
- Issue with data formats :
Main explanation of data format - 2.1 Fields Format .
What user may check:
- Ensure that all fields in the Excel file are completed according to the format specified in the corresponding template.
The file template upload feature is a useful tool for verifying the accuracy of the data entry.
When importing data from an Excel file, you can hover over the upper right corner of each column in the template to see a prompt about the required format.
Hints in the file:
Secondly, you can also view this information directly from the Excel Import template within the administration module. Navigate to Administration > Master Data > Excel Import Templates.
Information about the format of Excel cells can be found in the "Format" column on the Fields tab of the template. When uploading an Excel file, ensure that all fields are filled according to the specified format.
Data in the Excel file Numeric data in the Excel file needs to be reviewed as follows:
- Numeric Fields: Ensure that all fields with numeric values do not contain zeros. If a zero is expected in a cell, leave it empty instead of entering "0".
- No Spaces: Numeric fields should not include any space characters. For instance, avoid using spaces as thousand separators (e.g., "2 230"). Instead, format the numbers without spaces (e.g., "2230").
2. Issues with creating new elements into standard catalogs while loading.
In case when system shows error about issue with creating new elements in standard system catalogs - for example Items - user need to check option Create object in Filelds Tab of Excel Import Template (2. Fields tab):
This option needs to be marked for that strings whrer it will be possible to add new elements with loading data procedure.
For example, if user needs to import data into Invoice Document's Inventory and Expenses tab and it is assumed that it is possible to load data on items that were not previously entered into Items catalog - this option Create objects have to be marked. Otherwise the system will not be able to load data from lines where an item is entered that is not in the corresponding system directory and show warning notification.
- To verify the proper functioning of the data loading mechanism-
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Details of any errors will be displayed at the bottom of the screen. You can use this information to make corrections to the entire template before proceeding with the upload.
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