Procedur to Upload any Template

While Uploading anything as master [here I have uploaded Chart
of Accounts] I have observed following point

1. For Importing Master it will be the best if we use AdministrationàPeriodicàExcel Spreadsheets àTemplate Wizards

2. It will give us template of import for a table. (Here, Ledgertable).

3. This template will have three worksheets (1. For Definition of File, 2. For giving Look Up reference for different field 3. Actual Template)

4. At the same time it will create a ‘Definition Groups’. It will help us to import master.

5. If we go Definition Groups and then click ‘Table’ Button, we will get Export Status and Import Status. Sometime when we import data it shows that ‘Data Can not be imported’ because the import status shows ‘Imported In Total’. So, in that case we have to change status manually as ‘ Import’.

6. Now, copy the related data into that template.

7. Then to import file we should use AdministrationàPeriodicàExcel Spreadsheets àMicrosoft Office Excel Import.

8. Then select the Definition Group and file name we want to import. But don’t forget to check ‘Advanced’ Tab of Microsoft Office Excel Import dialogbox. Because there we will get ‘Import Rule’. It has following selection

a. Insert only new records :: To upload only new records

b. Insert only records into empty tables :: To upload only records into empty tables. So if there is any record in table it will not be uploaded.

c. Insert new and update existing records :: To upload new record at the same time to update existing records. So, any master is already exists and we want to make some change that master and at the same time we want to upload some new records in that master we should use this option. Even if we want to update present Table only then also we should use this option.

d. Clear tables before inserting records :: Try to use it in very less instances.

e. Use Definition group settings :: This will use the definition group settings .

f. One more point to note that if we want to upload only one column of the template then we have to map that column in Definition Groupà Table option. It will help us to select few columns and to update those columns only.

9. Now the file will be uploaded.

I have faced one issue when uploading chart of accounts , where it is not uploaded because ledgertable accountnumber is text field and it was stopping me to upload my account number in number. So, after adding string before this number it becomes text and I have uploaded it.

Regards