Loading into the standard system catalogs can be configured by the user independently.
Based on the structure of the data stored in the system catalogs, a specific connection between an excel table field and a field in the system catalog is established through the loading template from Excel.
Open Excel Import Templates: Administration > Master Data > Excel Import Templates
Administration section available only to users with Administrator access profile.
In the form of a list of templates for loading from Excel, the system provides three predefined templates for loading data into the items, Employees and Companies catalogs.
However, the system also has the ability to create loading templates for other typical directories in user mode.
See also Overview of Import Templates from Excel files
Adding new excel import template for standard catalog.
With Create button in Excel Import templates list form new window opens:
user should fill :
- Description fiels - how new template should be named;
- Import Type - Import to objects (means import into each separate catalog elements)
- Object Type - here system shows all objects where user cau set import form excel file in custom mode. On picture below list of standard Catalogs which may be filled with Import from excel file:
For example, it is needed to create new template for import in Fixed Assets catalog.
All settings for importing data should be done on Fields tab of Excel Import Template form:
On this tab, you need to set up a full correspondence of the fields from the Excel file with the fields in the system according to their order in the file.
The first column - Excel field - must be filled in absolutely identically to how the column names are set in the Excel file.
The second column - Local field - assumes the selection of fields from predefined ones (that is, from the fields of the Fixed Assets directory). For local field user can only select an attribute from the list, user cannot add new attributes manually.
Example of filling this tab:
After saving of new template it is possible to Download (Download button in the top of the form) excel format template and fill it with data:
After filling with data excel file, dowload it into the system.
Step 1: Open Fixed Assets catalog (Assets Management - Master Data - Fixed Assets) and open Import window with Import icon option:
Step 2: Select excel file with Select button and data will be displayed in this form:
Step 3: After downloading data into tabular part - user needs to push Next - system will check data formats and prepare it for downloading into catalog. On Next stem system will download data into new elements of catalog.
And new elements in Fixed Asset Catalog were sucessfully added:
Thank you for being a FirstBIT customer!