This article provides a practical guide on how to create an import file in Excel and upload it to the Flexi web interface.
Using the import, you can:
add new information,
or bulk-update existing records.
Unlike the desktop application, the web interface is able to recognize both stock movement headers and their line items within a single file. You therefore do not need to prepare two separate files.
We recommend reading the general article on Excel imports in the web interface first.
Import Types
After selecting the "Import from Excel" option, Flexi distinguishes between two types of imports:
Basic import – headers of goods receipts/issues only.
Extended import – headers and line items simultaneously.
After uploading the file, Flexi displays an overview where:
the left column shows the column names from Excel,
the right column shows the corresponding fields in Flexi.
If any column is missing, it can be added via "Advanced options".
Required Columns for a Successful Import
Below is an overview of the most commonly used required fields in Excel:
Internal number – the stock movement number.
Issue date – format:
DD.MM.YYYY.Quantity – the number of units of the line item.
Price list code – the abbreviation/code of the stock item.
Unit price – the unit price of the line item (not required for issues; it will be filled in based on inventory valuation).
Unit of measure – if not filled in, it will be loaded from the price list card.
Warehouse – the abbreviation/code of the warehouse to/from which the movement will be made.
Movement type – possible values:
typPohybu.prijem(receipt),typPohybu.vydej(issue).
Document type – the type of stock document.
Additional columns can be added as needed in the import settings (bottom right).
The easiest way to find out the correct field format is to perform an export to Excel in the format intended for import.
All properties of the stock movement and stock movement line item records can be found at:
https://demo.flexibee.eu/flexi/demo/skladovy-pohyb/properties
Example Import File
The file may look like this, for example:
receipt-issue.xlsx
Steps to Import a New Document with Line Items
Select the "Extended" import type – i.e., including line items.
Upload the Excel file in the correct format.
Flexi will automatically distinguish which rows belong to the document header and which belong to line items.
⚠️ Verify that the assignments are correct, especially for the Warehouse column (it must be set as a line item field).
Run a test import – Flexi will verify that the data is filled in correctly.
If everything is correct, click "Import" in the bottom right.
A confirmation of a successful import will be displayed.
Tip: If you need to modify existing records, add an ID column to your Excel file that uniquely identifies which record the changes apply to.