This article describes how to create an import file in Excel and upload it to the Flexi web interface.
Using the import, you can:
add new records,
or bulk-edit existing documents.
We recommend reading the general article about Excel imports in the web interface first.
Import types
When clicking "Import from Excel", it is important to know what type of file you are uploading:
Basic import – document headers only (e.g. goods receipt/issue).
Extended import – document header and line items at the same time.
After uploading, Flexi displays a column overview:
left column = column names from Excel,
right column = corresponding fields in Flexi.
If any column is missing, it can be added via Advanced options.
Sample file
An example file might look like this:
Required columns for a successful import
The following columns must be filled in for the import to complete successfully:
Warehouse
Code/abbreviation of the warehouse.
Found under Goods → Warehouse list.
Price list
Code/abbreviation from the price list.
Found under Goods → Price list.
⚠️ Stock cards can only be imported if the code refers to an existing price list item.
Accounting period
Code/abbreviation of the accounting period (e.g.
2017,2018…).Found under Company → Change/add accounting period → Manage accounting periods.
Stock quantity in UoM
Current stock level of the given item.
Enter numbers only; the unit of measure is taken from the price list card.
Min. stock UoM
Minimum number of units in stock.
Used for checking in sales orders, where items can be ordered down to the minimum stock level.
Description
Text description of the item (max. 255 characters).
Location
Storage location code within the warehouse.
Found under Goods → Warehouse locations.
Must refer to an existing record.
👉 The complete list of stock card properties is available here:
https://demo.flexibee.eu/flexi/demo/skladova-karta/properties
How to find the correct field format
The easiest way is to use the Export to Excel function in the format suitable for import. This gives you a template that shows the correct column names and structure.
Importing a new document including line items
Select Extended import (including line items).
Upload the Excel file in the correct format.
Flexi will automatically detect what is a document header and what is a line item.
⚠️ Make sure the Warehouse column is correctly set as belonging to the line items.
Run the import test – this verifies that all data has been filled in correctly.
If everything looks correct, click "Import" (bottom right).
A confirmation of the successful import will be displayed.
Editing existing documents
If you want to modify already existing records:
Add an ID column to your Excel file.
The ID is a unique document identifier in Flexi.
It allows the system to recognize that it should update an existing record rather than create a new one.
❗ If you do not include the ID column, Flexi will always create a new document.
How to find the ID
The easiest way is to export the documents from Flexi to Excel.
The ID is included in the export and can then be used for editing.
Tip: If you are only changing certain fields, you do not need to fill in all columns.
It is sufficient to include:
ID,
and the columns containing the data you want to change.