Using 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 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 Store Sale - Price List

• Unmanaged Site Import

• Vendor Wise Margin Rule Allocation

This article describes how to use the Import Excel feature in Ginesys Web.

Pre-requisites

1. 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.
   
   
   

2. The Excel file should be made beforehand and it's file location noted.
   
   
   

3. The file should must not have been previously used to create some other order.
   
   
   

4. The Excel file type should be Excel 2007(.xlsx) or higher versions.

Step-by-step guide

The steps are as follows:

1. Go to Ginesys Web - Admin - Utilities - Manage - Data Import. The Data Import module opens.
   
   

2. Click on the Add button. The Data Import Wizard window opens.
   
   
   

3. In the Step 1: Select the Source File:

   1. 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.
      
      

      
      
      

      
      
      

   2. Next go to the Source File Name field and click on the Browse button beside it. It opens the Open window. Now using the file location noted before, locate the Excel file and click on the Open button.

   3. Click Next.
      
      

      
      
      

4. This will lead you to Step 2: Check the Source File:

   1. Here you get to see the contents of the file in a grid format. All the fields here have default values. Change as required.

   2. Select the row from where you want to import the data using the Start Import from row: field.

   3. If you do not want the first row as the header, then deselect the First row is a header row checkbox.

   4. 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.

   5. Click Next.
      
      
      

5. 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.:
   
   

   
   
   

   1. 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).
      
      

      
      
      

   2. Set default values for each of the row in the Default Value column.

   3. 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.

   4. Mapping saved. - message will be displayed. Click OK.

   5. Click Next.
      
      
      

6. Click on the Import button.

To go back to the main page click on Managing the Data Import

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