This article provides instructions on how to create a file for Excel import for the sets and bundles agenda, which can be uploaded to the web interface.
The import allows you to:
add new set/bundle records,
bulk-edit existing records.
Before importing, we recommend reading the article on Excel imports in the web interface and on using sets and bundles.
Price List - Sets and Bundles
It is worth noting right from the start that sets and bundles can only be created from a specific price list item. This also applies to Excel imports.
Even when importing multiple sets and bundles, the import must be performed from a specific price list item. It does not matter which one.
Example import file: SADY.xlsx
All items you reference must be created in the price list before the import (the import into sets and bundles will not create them).
Required import columns
The sample import file contains three key columns:
Column | Description | Required |
Set | Code of the set (price list item) to which the item should be assigned | Yes |
Price List | Code of the price list item that will be part of the set | Yes |
Quantity | Number of units with which the item will be assigned to the set (when the set is subsequently used in an invoice, this quantity will be consumed) | Yes |
When importing sets and bundles, a note can optionally be included; however, this is not a required field.
All fields in the sets and bundles register can be found in the so-called evidence list.
Sets and bundles import procedure
As mentioned in the introduction, the import must be performed from any set (the "Sets and Bundles" tab). If you do not see the tab, it can easily be displayed using form settings.
2. Click "Import from Excel" — a file selection window will appear (with the option to drag & drop or select via a dialog).
3. After selecting the file, a list of columns from Excel will be displayed. If the columns were named correctly, they will be recognized automatically. Otherwise, you can assign the columns manually.
4. The import can be performed in independent transactions — meaning that an error on one row will not cause the entire file import to be cancelled.
5. Click "Test Import" in the bottom-right corner to run a test. The result will show whether the data is correct; if any errors occur, they will be listed in detail.
6. If the test passes without errors, confirm the import by clicking "Import". The records will then be created or updated.
7. The import result (successes, changes, errors) is displayed in the same way as for the test import. Once complete, new sets will be created or existing records will be updated.
In the example used, after the import you will find two newly created sets (i.e., price list items were added to two price list items, turning them into a set).
An example of one of the sets is shown in the screenshot below.
