This article provides instructions on how to create an Excel import file for internal documents that can be uploaded to the ABRA Flexi web environment.
Compared to the desktop application, importing via the web environment offers several advantages:
you can import both documents and their line items in a single file,
the process is faster and more transparent,
format adjustments are applied directly during the import.
Before you begin, we recommend reading the general article on Excel imports in the web interface, where you will find general requirements and an explanation of how basic imports work.
Below, we will show you how to prepare a file for importing internal documents including document line items.
Importing Internal Documents
After selecting the "Import from Excel" option, you must choose the import type:
Basic import – documents without line items,
Extended import – documents including their line items.
Flexi will then display an overview of columns:
on the left, the column names from Excel,
on the right, the corresponding fields in Flexi.
If any column is missing, you can add it via Advanced Options.
Required and Recommended Columns for Internal Documents
Below are the most important columns that need to be filled in the import file:
Internal number – required field (unique document number).
Date of issue – in the format
DD.MM.YYYY. Required field.Document type – code or abbreviation of the document type. Required field.
Description – text description of the internal document.
Company name – abbreviation or name of the company/person.
Total with tax – amount including VAT.
we also recommend specifying the VAT base, VAT amount, and VAT rate.
Currency – currency code (e.g. CZK, EUR, USD).
Additional options:
The accounting entry is also a required field – it is entered in the format
code:účet.Additional columns can be added in the settings (bottom right corner).
The easiest way to determine the correct format is to use Export to Excel in a format suitable for import, or you can refer to the properties.
Importing Internal Documents Including Line Items (Practical Example)
If you want to import internal documents along with their line items:
Select Extended import.
Prepare your Excel file in the correct format.
The sample file (download here) is designed for importing line items with accounting entries that differ from the document-level prescription.
If you want to update an existing record, also include an ID column in the file.
Import procedure:
First, an import test will run to verify the accuracy of the data.
Once the validation is successful, start the import by clicking "Import" (bottom right).
A confirmation of the successful import will be displayed.
Tip for documents without line items:
If you are importing a document without line items, add the following to your Excel file:
a No line items column,
the value TRUE.