In this chapter, we will walk through a specific example of importing from Excel into the individual sales prices register. For general principles of Excel imports, we recommend reading the first chapter - Introduction. Excel imports are available from the Business edition onwards.
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If your license includes imports of issued invoices, they will be available in the Tools module (Tools -> Import -> Import from Excel -> Prices for customers/customer groups, special codes).

The import of individual sales prices is always linked to a specific price list item. There are three ways to select who the individual price belongs to. All three methods are described in the guide on individual prices.

The guide also describes the principle of how individual prices work in detail.

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

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

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.

Price List - code/abbreviation of the price list item

Sales Price - price in the relevant currency

Company - code/abbreviation of the company to which the individual price belongs

Currency - the currency in which the sales price is stated

A price does not have to be tied to a specific company — it can apply to all companies (if it is a fixed price in a foreign currency) or to a price list group. Everything is described in the guide.

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

If everything looks correct, you can confirm again by clicking OK and then select the relevant file.

If everything in the Excel file is in order and the file is eligible for import, the window shown above will appear with the number of records that will be imported — either as new entries or as updates.

Click Yes to complete the import.

During your work with imports, you may encounter a number of errors. Below are links to some of them.