In this chapter, we will walk through a specific example of importing from Excel into the goods receipts/issues register. For general principles of Excel imports, we recommend reading the first chapter - Introduction. Excel imports are available from the Business edition and above.
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If your license includes imports of goods receipts/issues, they will be available in the Tools module (Tools -> Import -> Import from Excel -> Goods Receipts/Issues).

Importing the document header and its line items must always be done in two separate steps — first the header, then the line items. Instructions for importing goods receipt/issue line items can be found here.

The goods receipt/issue header contains information such as the document type, movement type, company, accounting assignment, etc., while the goods receipt/issue line items contain the specific price list items with warehouse, quantity, price, and so on.

For testing purposes, we will import the following file: goods_receipts_issues.xlsx

Your individual import may contain different columns depending on which data you need to include in your warehouse documents. For the purposes of this tutorial, however, we will use a general sample file.

It is worth noting that a wide range of data can already be defined within the warehouse document type. If the document type already contains this data, it does not need to be specified in the import file. A newly created document will inherit these values from its type, just as it does within the application.

Additionally, some columns require one of the values from an internal enumeration. The available values are always shown in the confirmation window before the import is finalized. In the screenshot below, this applies to the Movement Type column.

We will be importing the following columns:

The order of the selected columns for import must exactly match the order of those columns in the imported Excel file.

Internal Number - the code/internal number of the document

Document Type - specifies the document type; enter the Code/abbreviation of the relevant type

Movement Type - specifies the movement type; enter the required value from the internal enumeration

Accounting Assignment - the accounting assignment template; enter the Code/abbreviation of the relevant template

Company Code - the company/business partner; enter the Code/abbreviation of the relevant company

Warehouse - the default warehouse (a different one can be specified at the line item level); enter the Code/abbreviation of the relevant warehouse

Currency - specifies the currency; enter the Code/abbreviation of the relevant currency

Once you have selected the columns you want to import, you can confirm your selection by clicking OK. This will open another window displaying the selected columns and their expected data types.

If everything looks correct, confirm again by clicking OK and select the appropriate file.

If the Excel file is valid and eligible for import, the window above will appear showing the number of records to be imported — either as new records or as updates.

Click Yes to complete the import.

While working with imports, you may encounter various errors. Below are links to some of the most common ones.