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:.
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- The issue with data formats :
Main The main explanation of data format - 2.1 Fields Format.
What user may check:
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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
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template.
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The file template upload feature
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helps verify data accuracy. When importing data
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, hovering over the upper right corner of each column in the template
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provides guidance on the required format.
Hints in the file:
Numeric data in the Excel file needs to be reviewed as follows 2.Numeric values should be checked carefully to ensure accuracy:
- Numeric Fields:
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- Verify that
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- fields
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- containing numeric
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- data do not
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- include zeros. If a zero is
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- required, leave
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- the cell blank instead of entering "0."
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- No Spaces: Numeric
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- entries should be free of spaces. Avoid using spaces as thousand separators (e.g., "2 230")
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- and instead enter 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 If the system displays an error related to creating new elements in standard system catalogs - for example Items - user need to check option Create object in Filelds Tab of , 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):
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-
The user should 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" 
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.
See also - Overview of Import Templates from Excel files .
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