SQL Acc XLS n MDB Import: Difference between revisions

From eStream Software
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05. Click the combo box (Circle in Red) to select the Worksheet/Table in the file<br />
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.<br />
06. Click '''2. Get Data''' button to load the file.<br />
07. Drag the available column at the '''SourceField''' & drop to the '''TargetField'''
07. Drag the available column at the '''SourceField''' & drop to the '''TargetField'''.<br />
08. For Detail Part (Circle in Green) (Eg Click on the UOM tab)
08. For Detail Part (Circle in Green) (Eg Click on the UOM tab).<br />
09. Click New button
09. Click New button.<br />
10. Drag the available column at the '''SourceField''' & drop to the '''TargetField''' at detail part
10. Drag the available column at the '''SourceField''' & drop to the '''TargetField''' at detail part.<br />
11. Click '''Save''' after Done (only for Detail Part)
11. Click '''Save''' after Done (only for Detail Part).<br />
12. Click '''Post To A/c''' button if all done mapping.
12. Click '''Post To A/c''' button if all done mapping.<br />
* More Coming Soon...
* More Coming Soon...


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

Revision as of 04:59, 22 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.
07. Drag the available column at the SourceField & drop to the TargetField.
08. For Detail Part (Circle in Green) (Eg Click on the UOM tab).
09. Click New button.
10. Drag the available column at the SourceField & drop to the TargetField at detail part.
11. Click Save after Done (only for Detail Part).
12. Click Post To A/c button if all done mapping.

  • More Coming Soon...

See also