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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​

  1. Download Excel Template
  2. Maintain Master Data

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.

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tip

Always import Master Data first, then import Transactions.

About Excel Template​

  1. 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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  2. The first row is field name and number inside the bracket is the field size. Field that starts with '_' (underscore) represents the detail table.

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    warning

    Do not modify the field name. Modifying them may result in import errors.

Import Steps​

  1. Select and Copy (Ctrl + C) the table in Excel, including with field name

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  2. Go to File > Import > More Import and select the table

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  3. Click Paste from Clipboard

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  4. Validate the imported data

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  5. The status will show New, Update or Error

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    info

    New: Inserts master and detail records.
    Update: Udpates the master table and appends the detail records.
    Error: You can directly edit the grid then Select All and click Validate again.

  6. Click Import

    warning

    During the import process, it is advisable to wait patiently until the import is complete. Performing other actions may cause the application to become unresponsive

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