In this article you will find instructions on how to create an Excel import file that can be uploaded through the web interface.
Using imports, we can insert new information or make bulk changes to existing records.
To get started, we recommend reading the article on Excel imports in the web interface first.
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Jobs
The web interface allows you to import a list of jobs and their details (the status of the job, client contact information, estimates, plans, the responsible employee, etc.).
Below we will look at the columns that are defined by default (visible) or required.
Code:
the job code (number, name, etc.). Required field.
Name:
a more detailed name/description of the job. Required field.
In the web interface, you can of course add more columns via the settings in the bottom right. The easiest way to determine the format of individual fields is to use Export to Excel in the format suitable for import into Flexi. Or refer to the properties.
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Importing New Jobs
Now let's look at importing a file of new records. (If you want to modify an existing record, we recommend adding a column with the ID to specify which records should be updated.)
The Excel file should be structured in the following format (download sample):
Via the additional options menu (three dots), select the Excel import option. Once the file is uploaded, a preview with column mapping details will be displayed:
By clicking the Test import button, Flexi will display how many records will be created — use this as a verification step. Once confirmed, the records will be uploaded into Flexi:
