Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The "Import data Data from Excel" feature enables allows transferring data transfer from an Excel spreadsheet to a database. If you encounter any issues during this process (arise while using the Excel Import templates), please verify check the settings using with the following checklist:

...

.

  • The issue with data formats :

The main explanation of data format - 2.1 Fields Format.

What user may check:

  1. Ensuring Accurate Data Entry in Excel Imports as per template-  

    Users should ensure that all fields in the Excel file are completed according to the format specified in the

...

  1. template.

...

  1. The file template upload feature

...

  1. helps verify data accuracy. When importing data

...

  1. , hovering over the upper right corner of each column in the template

...

  1. provides guidance on the required format.

  Image Modified














Hints in the file:

Image ModifiedSecondly, you can also view this information directly from the Excel Import template within the administration module. Navigate to Administration > Master Data > Excel Import Templates.

Image Removed

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.

        Image Removed






Data in the Excel file needs to be reviewed as follows      2.Numeric values should be checked carefully to ensure accuracy:

  • Numeric Fields:

...

  • Verify that

...

  • fields

...

  • containing numeric

...

  • data do not

...

  • include zeros. If a zero is

...

  • required, leave

...

  • the cell blank instead of entering "0."

...

  • No Spaces: Numeric

...

  • entries should be free of spaces. Avoid using spaces as thousand separators (e.g., "2 230")

...

  • and instead enter numbers without spaces (e.g., "2230").

  •     To verify the proper functioning of the data loading mechanism-

The user should


  • Issues with creating new elements into standard catalogs while loading.

If the system displays an error related to creating new elements in standard system catalogs, such as Items, the the user should check the Create an object option in the Fields tab of the Excel Import Template (2. Fields tab):

Image Added

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.

Check the template used for downloading data and confirm that the Create Object column is correctly filled out. Additionally, verify that catalog elements, such as Items, are already created in the system.

To ensure the data loading mechanism functions correctly, manually enter the data into the system when the user clicks clicking the "Import from Excel" Image Modified button. Copy the data from Excel and paste on it into the below screen, by filling out designated screen. By manually completing the import template manually, you can test the data upload process and identify detect any errors in the data entry.

Details of any Any errors will be displayed at the bottom of the screen. You can use Use this information to make corrections to correct the entire template before proceeding with the upload.

Image Modified

See also - Overview of Import Templates from Excel files .

Thank you for being a FirstBIT customer!                                                                                                                                                                          #Import from Excel #Checklist