The system configuration includes standard functionality for loading data from external Excel files. For loading using standard tools, the system provides predefined data loading templates in the Administration section (Administration > Master Data > Excel Import Templates).
For each Excel import template, it is possible to download Excel file (table with empty strings and fill data there before uploading it into the ERP system) with Download button on the top of list form.
However, the system also provides functionality for creating custom templates for loading data from external Excel files into system objects - with Create button on the top of list form.
Before setting up a loading template, make sure that the loader is connected to the object you are interested in. For example, if you are going to generate Invoice documents based on Excel files, you need to check that the table by reference has the Document, Inventory Expense item with the "Import to objects" checkbox.
The setting itself is made through the Excel Import Templates catalog (Administration > Master Data). Each of its elements is a description of the loading process, either into objects or into the table section (depending on the element settings).
Creating of new Excel import template contain following steps:
Once the settings are done and the new template was saved - the data from Excel can be uploaded directly to the selected system object using the Import from Excel option.
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