Clipboard Import
Clipboard Import allows users to import master and transaction data by simply copy and paste from Excel. It supports both inserting new records and updating existing ones.
Prerequisite
Download Excel Template
Click this link: Template
Maintain Master Data
Go to Tools and maintain all necessary tables required for a smooth import process. For example, when importing Sales Invoices with agent field, you must first set up these entries in Maintain Agent. Otherwise, the import will fail with errors.
Always import Master Data first, then import Transactions.
About Excel Template
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In the Excel, there are tabs at the bottom. Each tab is named according to which table it should be imported into.
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The first row is field name and number inside the bracket is the field size. Field that starts with '_' (underscore) represents the detail table.
warningDo not modify the field name. Modifying them may result in import errors.
Usage
Import Steps
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Select and Copy (Ctrl + C) the table in Excel, including with field name
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Go to File > Import > Clipboard Excel Import and select the table
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Click Paste from Clipboard
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Validate the imported data
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The status will show New, Update or Error
infoNew: Inserts master and detail records.
Update: Udpates the master table and appends the detail records.
Error: You can edit the grid then Select All and click Validate again or use Quick Fix. -
Click Import
warningDuring the import process, it is advisable to wait patiently until the import is complete. Performing other actions may cause the application to become unresponsive
Quick Fix
Quick Fix helps you automatically fix errors, such as missing values. It can create missing items (like Agent or Area) or let you select a default value for empty field.
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After Validate, record with Error status will be unticked. Click Select All or tick records that need to be fixed
tipQuick Fix only works for records with an Error status.
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Click Quick Fix
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For empty value error, select a default value
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Error is fixed
Auto Generate DocNo
Use <<New>>n
in the DocNo field for each set where n is a number
Additional Information
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Customer / Supplier branch's detail will be updated when BranchName already exist.
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First customer / supplier branch type is Billing. Ensure billing details always in the first record during import.