The Import Excel feature The Import Excel feature allows you to import data from an external file like Excel, Comma Separated Value or CSV files, etc. into the database. You can import the following types of data using the Data Import feature:
AP Voucher Creation (Multi) without adjustment
AR VoucherAR Voucher Creation (Multi) without adjustment
AR/AP Journal Creation
Article Creation / Article Modification
Assign Customer Site under Organization Site
Assign Organization Site - Vendor/Customer
Assortment Update (Promotions or Bin)
Auto Bank Reconciliation Through Excel Import
Bin Master
Budget Master
Credit Journal
Custom Parameter Values in Planning
Customer Master Import
DC Adhoc
DC Against Order
Debit Journal
E-commerce - Fulfilled by Marketplace Sale
E-commerce - Fulfilled by Seller Sale
E-Invoice registration details
Finance Sub-Ledger Opening Outstanding Import
GST - Site Update
GST - Vendor/Customer Update
General Journal Creation
General Ledger Import
General Voucher Creation
Gift Voucher Allocation
Gift Voucher Creation
Goods Receive (Adhoc)
Goods Receive (Against Purchase Order)
HSN/SAC Code - Master
Inventory Cost Adjustment
Item Creation / Item Modification
Managed Site Import
PO Creation
POS Customer
POS Opening Credit Note
POS Opening Debit Note
Price List - Exception Details
Price List - Sales
Process Master
Production : Route Group
Purchase Service Invoice [Adhoc]
RANGEMINMAX
Range Min Max Planning
Sale Service Invoice
Sales Credit Note
Sales Debit Note
Sales/Transfer Order
Sales/Transfer Order Cancel
Service Order Site Schedule
Site Stock Transfer
Site Wise Item Price (Price Control)
Supplier / Transporter / Agent / Jobber Import
Unmanaged Consignment Store Sale - Price List
Unmanaged Franchise [Consignment] Store Sale
Unmanaged Franchise [Secondary] Store Sale
Unmanaged Owned Store Sale
Unmanaged
Secondary StoreSecondary Store Sale - Price List
Unmanaged Site Import
Vendor Wise Margin Rule Allocation
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The description of each class is provided beside them in the drop down list. Hovering the mouse over the option also displays its description. |
This article describes how to use the the Import Excel feature feature in Ginesys Web.
Pre-requisites
The users' role must have access to the Data Import feature by enabling
...
the New Import
...
app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Admin - Utilities- Manage.
The Excel file should be made beforehand and it's file location noted.
The file should must not have been previously used to create some other order.
The Excel file type should
...
be Excel 2007(.xlsx) or higher versions.
Step-by-step guide
The steps are as follows:
Go to Ginesys Web - Admin - Utilities - Manage - Data Import. The Data Import module opens.
Click on the Add button. The Data Import Wizard window opens.
In
...
the Step 1: Select the Source File:
Select the module you are uploading the file for from the Import Class drop-down list. The Description field displays the functionality of the process.
Warning This is a mandatory field.
Tip If you are not sure how to create the Excel file for the module, then click on the Download Sample CSV button. The file will be downloaded.
If you want to know what are the fields that you can import using the Data Import feature, then click on the What fields can I import ? button. <Selected module name> window opens. The fields are displayed under the Column Name column.
The <required> mark beside the fields marks the mandatory fields.
Next go to
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the Source File Name
...
field and click on
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the Browse
...
button beside it. It opens
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the Open
...
window. Now using the file location noted before, locate the Excel file and click on
...
the Open
...
button.
...
Click Next.
Info After clicking on the Next button, the window name changes to Data Import Wizard <Selected Import Class name>.
This will lead you to Step 2: Check the Source File:
Here you get to see the contents of the file in a grid format. All the fields here have default values. Change as required.
Select the row from where you want to import the data using
...
the Start Import from row:
...
field.
If you do not want the first row as the header, then deselect
...
the First row is a header row
...
checkbox.
If you have a previously saved column mapping which you want to use, then go to
...
the Column Mapping
...
field and select the required mapping name from the drop-down.
...
Click Next.
This opens the next section, Step 3: Map the data fields. In this field, you have to map the columns to populate the items in the form.:
Info If the names of the column are same as the sample file, then the system will automatically map them (It will be displayed in the Mapped To column). Otherwise, you will have to map them manually. The process to map the columns manually is described below.
Select the desired column name (as present in your Excel file) from the drop-down list in
...
the Mapped To
...
column. This will map the selected column of your file as the column name in the database (the column name will appear as seen in
...
the Column column).
Warning The fields marked in red are mandatory fields and the field / fields must be filled in.
Set default values for each of the row in
...
the Default Value
...
column.
If you want to save the mapping for future reference, then go to
...
the Save Column map
...
field, either select a name from the drop down (other
...
than None) or type in a suitable name and
...
click Save.
Mapping saved. - message will be displayed.
...
Click OK.
...
Click Next.
Click on the Import button.
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All imported data will be displayed in their respective masters. |
To go back to the main page click on Managing the Data Import
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