This article provides instructions on how to create an Excel import file that can be uploaded via the web interface.
Imports can be used to add new information or to bulk-update existing records.
To get started, we recommend first reading the article on Excel imports in the web interface.
__________________________________________________________________
Price List
When selecting the "Import from Excel" option, it is important to keep in mind what file you are uploading. After the file is uploaded, Flexi will generate an overview in the next step, where one column shows the columns from Excel and the other shows the columns in Flexi (these columns must be reviewed and completed as needed). If you have forgotten any column, it can be added via "Advanced Options".
Below we will look at the columns that are defined as standard (visible) or required.
Column | Description |
Code | The code/abbreviation of the given company under which it will be recorded in ABRA Flexi. Any abbreviation up to 20 characters. Required field for both creating and updating a record. Required field |
Name | Name of the imported price list item. Required field |
Stock Status + Available | Numeric fields that cannot be imported into the price list — information about the number of units is pulled through goods receipts and stock cards. If you want to import unit quantity information, you must import a goods receipt |
Selling Price | Column in numeric format |
Selling Price including VAT | Column in numeric format (does not need to be imported — the price is calculated automatically based on the settings) |
Stock Type (required field) | typZasoby.sluzba typZasoby.zbozi typZasoby.poplatek |
In the web interface, it is of course possible to add more columns via the settings in the bottom right. The easiest way to find out the format of individual fields is to use Export to Excel in the format suitable for import into Flexi. Alternatively, visit the properties page.
Tip: When importing a price list, we recommend adding a column that specifies whether the product has a stock inventory (goods) or not (fee, service):
In stock:
TRUE
FALSE
Price List Import
We will now walk through importing a file for a new record including items. (If you want to update an existing record, we recommend adding an ID column to specify which records should be updated.)
The file we will be importing (sample file for download):
After uploading the file in the web interface, the columns that Flexi has recognized will be displayed. On the left you will find the Excel columns and on the right the recognized Flexi columns — these must be reviewed and verified.
If everything looks correct, confirm the Import. Flexi will notify you of any newly created records, updates to existing ones, or any errors that may have occurred.
If everything is correct, confirm the import a second time and the data will be transferred into the web interface.
