Import Export Menu
Imports

Import Export Function
Import Export Function can be found across the system. 

 Import Export button facilitates the transfer of data between Huge ERP and external files or data from other system. 

 

 

 

 

 Export 

 You can click the Export button which will return the existing data listing into the required template for import 

 

 

 Import Using ID 

 

 Using this option allows one to export with the internal ID. 

 This means one can change the code of the item 

 Once you click Import ID. You will receive a warning. 

 The import using ID refers to including the system ID which should not be changed at any given time.  

 

 

 

 Select & Upload File 

 Click the  Select File  Button to open your file explorer: search and select the import file you saved in the above step. 

 

 

 Verify 

 Click the Verify button to check for any errors on the import file 

 

 

 Import 

 Allows you to be able to import debtors/ Customers to the system 

 

 

 

 

 

 

 

 

 1. 

 

 Once you have the worksheet populated with the respective new information details, save the file as a normal Excel file. 

 

 

 

 2. 

 

 You should get a successful result returned.

If not, correct the file, resave the file and retry the Verify 

 

 

 

 3. 

 

 If there are any errors when you click verify then you can click on report to see what is causing issues 

 

 

 

 4. 

 

 Once Verify is successful, click the Import Button 

 

 

 

 5. 

 

 Then click the report button below import to check if all the information were loaded accordingly 

 

 

 

 6. 

 

 When all results are successful and you are happy with the report 

 

 

 

 7. 

 

 Your New data will be loaded into the system and you can search for it in the normal manner. 

 

 

 

 

 

 

 Verify Errors 

 When Verifying the data and an error comes up, check the Report of the Verify 

 

 

 

 Open up the report and handle any issues in the Excel file 

 Line No corresponds with the Excel row line 

 When in Excel use Crtl + G to enter the Line number with A9952 

 

 Find the corresponding line in Excel to fix or find where the issue is 

 

 

 After all the errors have been sorted, save and close your Excel file 

 Close the Import Export window to re-upload 

 Verify the data again 

 

 Once the Verify is successful, move to importing the data

Document Grid Import and Export Standards
fix grid imports and make them standard for import and export from documents 

 All imports to be CSV and semicolon enabled 

 See new layout formats that conforms to both debtors and creditors 

 The grid import and exports for Debtors are as follows: 

 1. Quote 

 2. Sales Order 

 3. Invoice 

 4. Credit Note 

   

 Creditors 

 1. Purchase Order 

 2. GRV 

 3. Stock Return 

   

 For the VAT Type of each line 

 The following rule applies 

 1. If the customer or supplier has a VAT type set, use that for all items 

 2. Otherwise use the default VAT types for each document 

 Warehouse import 

 If the item is a service or custom, ignore the warehouse field 

 If an item does not have a warehouse selected for import and is blank, use company default 

 For Creditor document imports 

 If there are any service items in the import ignore them for creditor document imports 

 For Job CTC import for whether it is CTC or SC.  Use CTC as default is nothing is set 

 For imports, only the first number of fields are required, ignore the rest 

 When importing grids on any of the documents who are multicurrency.  The cost needs to be updated with the value of the multicurrency. 

 Sequence number.  If blank, put in a sequence number from 1 onwards

Excel Imports and Exports
We have more import and export excel features coming up 

 See examples in the image below: 

 

 

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