This article provides instructions on how to create an Excel import file for issued purchase orders that can be uploaded via the Flexi web interface.
The import allows you to:
create new orders or bulk-update existing records,
combine orders and their line items in a single file.
We recommend first reading the article on Excel imports in the web interface, where you will find the general requirements and principles of importing.
Issued Purchase Orders – Basic Import
After selecting "Import from Excel", choose the import type:
Basic import – without line items
Extended import – including line items
Once the file is uploaded, Flexi will display an overview where the left column shows the columns from Excel and the right column shows their corresponding fields in Flexi. You need to:
verify the column mapping,
add any missing mappings via "Advanced Options" if necessary.
Standard and Recommended Columns for Issued Purchase Orders
The following columns are commonly used for importing issued purchase orders:
Column Name | Description |
Document Type | The abbreviation of the selected issued purchase order type. |
Internal Number | The internal identifier of the order. |
Issue Date | The date the order was issued, in DD.MM.YYYY format. |
Due Date | The requested delivery date in DD.MM.YYYY format. |
Cost Centre / Project | Abbreviation used for cost allocation purposes. |
Company Name | The name or abbreviation of the company/person. |
Price List Code | The code or abbreviation of the stock (price list) item. |
Name | The name of the imported item. |
Warehouse | The abbreviation of the warehouse from which the item will be dispatched. |
Unit of Measure | Optional field if the unit of measure is already defined on the price list item. |
Unit Price | The unit price of the item (optional field). |
Total Amount | The total value of the order. |
VAT Rate Type | The VAT rate code applied to the order.
 |
Item Type | Specifies whether the item is a standard product, a service, etc.
 |
Additional columns can be added in the web interface via the settings in the bottom-right corner.
You can find the correct column format by exporting to Excel in the format suitable for import into Flexi.
Tip: All properties of the issued purchase orders record can be found at:
Practical Example – Importing Issued Purchase Orders Including Line Items
In the Issued Purchase Orders agenda, select "Import from Excel".
Select or drag and drop the Excel file (e.g.
objednavka-vydana-polozka.xlsx).
Flexi will automatically map the columns and identify what is an order and what is a line item — verify that everything is correct.
A test import will be performed to validate the data entered.
If everything looks correct, click "Import".
Flexi will notify you of any newly created records, changes, or errors; then confirm the import once more.
After a successful import, the issued purchase orders including their line items will be created.
Tip for item-free documents: If you want to import an order without line items, add a column called "Item-free doc." with a value of TRUE to the Excel file. Flexi will then recognise that the order has no line items.