SQL Acc XLS n MDB Import: Difference between revisions

From eStream Software
Line 57: Line 57:
==Steps==
==Steps==
Below is example for import Stock Item...
Below is example for import Stock Item...
01. Click '''1. Get File''' button
01. Click '''1. Get File''' button<br />
02. Select the File type (eg Microsoft Excel)  
02. Select the File type (eg Microsoft Excel) <br />
::[[File:Excel-Import-04.jpg|700px]]
::[[File:Excel-Import-04.jpg|700px]]
03. Select the File file wanted to import
03. Select the File file wanted to import<br />
04. Click '''Open'''
04. Click '''Open'''<br />
::[[File:Excel-Import-03.jpg|700px]]
::[[File:Excel-Import-03.jpg|700px]]
05. Click the combo box (Circle in Red) to select the Worksheet/Table in the file
05. Click the combo box (Circle in Red) to select the Worksheet/Table in the file<br />
06. Click '''2. Get Data''' button to load the file.
06. Click '''2. Get Data''' button to load the file.<br />


==See also==
==See also==
* Others [[Customisation]]
* Others [[Customisation]]

Revision as of 06:47, 21 September 2015

Introduction

Is an External Program which able to import below data to SQL Accounting using Excel or Access File.

  • Master file (eg. Debtors, Creditors & Item List)
  • Transactions (Coming Soon)

Pros

  1. Easy to generate
  2. About 80% of modules is covered.
  3. Support GST
  4. Free of Charge for End User (Master file import ONLY)

Cons

  1. Only can do New/Insert action.

Tools Required

Example Template

Things to Consider

  • Date Format should be in dd/mm/yyyy (entry time in Excel as dd/mm/yyyy) - Updated 14 Nov 2013
Excel-DateFormat.jpg
  • Float, Currency & Integer type Must not had , (comma) or Currency Symbol
  • If Prompt Error external table is not in the expected format - Try save the file to other name using File | Save As in Excel
  • Below is the column type can/can't import
Excel-Import-02.jpg

Import Program

History New/Updates/Changes

--Build 5--

  • Upgrade to Version 4.
  • Upgrade to XE7.
  • Add Split Record - To cater large Record Data File.
  • Remove readonly="true" SUBTYPE="Autoinc" before append Data.
  • Add Default Value for Stock Item CostingMethod field.

History New/Updates/Changes (UE Only)

--Build 7--

  • Fixed “Bad variable type” error.
  • Fixed some field no default value.

--Build 6--

  • Upgrade to Version 4.
  • Upgrade to XE7.
  • Add Split Record - To cater large Record Data File.
  • Remove readonly="true" SUBTYPE="Autoinc" before append Data.
  • Add Default Value for Stock Item CostingMethod field.
  • Add New filter function for data.

Steps

Below is example for import Stock Item... 01. Click 1. Get File button
02. Select the File type (eg Microsoft Excel)

Excel-Import-04.jpg

03. Select the File file wanted to import
04. Click Open

Excel-Import-03.jpg

05. Click the combo box (Circle in Red) to select the Worksheet/Table in the file
06. Click 2. Get Data button to load the file.

See also