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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:

1. Issue with data formats :

Main explanation of data format - 2.1 Fields Format .

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1. 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".
2. 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):

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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.

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To verify the proper functioning of the data loading mechanism

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The user should manually enter the data into the system when the user clicks the "Import from Excel" button. Copy from Excel and paste on the below screen, by filling out the import template manually, you can test the data upload process and identify any errors in the data entry.

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.

See also - Overview of Import Templates from Excel files .

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