Format
The spreadsheet must be saved as a .csv file (comma separated values).
Columns
Blank columns will create an error.
Multiple form types
When importing data into multiple form types, all the fields commands in the spreadsheet must precede any of the data lines.
If a form you are importing is referenced by another form (either through a form reference or through an entity code) make sure that it is filed first or already exists in the database.
Important note: Transaction references cannot be imported.
| Command (must be in column A) | Description and Instructions |
|---|---|
| comment | Used to annotate the spreadsheet. The importer will ignore comment rows. |
| showwork | Controls display of the the data forms as they are entered. Column B will contain on or off The default is on. The forms display as they are entered. The import is slower when on is selected. |
|
period>period_name Eg: period>Jan16 |
Defines the fiscal period in which to create the data forms. This command must come before the fields command. After all the data lines for the first period, change periods with another period command. Periods must be in sequential order, but there can be gaps. |
|
form_name>fields Eg: Products>Fields |
Identifies the form name and which fields to fill. This command must come before any data lines. Column A has the name of the form. Subsequent columns have the names of the fields. If data is being imported for more than one period, this line does not have to be repeated in subsequent periods unless the master form has changed. In that case, a new fields command is needed for the new period. |
|
form_name>
detail_name>fields Eg: Products>Product Recipe Details> Fields |
Identifies detail lines and which fields to fill.
This command must be before any data lines. Column A has the name of the form and of the detail lines. Subsequent columns have the names of the fields to fill in the detail lines. If data is being imported for more than one period, this line does not have to be repeated in subsequent periods unless there are any changes to the master form (the main form or the detail lines). In that case, a new fields statement is needed for the new period. |
|
form_name>data Eg: employee>data |
These lines have the data that you are importing The data will be in Column B and subsequent columns, and conforms to the fields defined in the fields command. E.g., if the fields command has the Name field in column B, the data lines will have Name data in column B. |
|
form_name>detail_
name>data Eg: Products>Product Recipe Details>Data |
These lines have the data to import for the detail lines. The data will be in Column B and subsequent columns. There can be multiple detail lines for each form. |