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Gegevens importeren in Profit

You can import data into Profit from an external file. In this case Profit will perform the checks that also apply to manual entry.

Video

Description

Via the import functionality you can import large amounts of data at once. You use a separate import function for every table (Organisations/Persons, Employees, Ledger accounts, etc.). Certain import functions are only suitable for adding new data (not yet recorded in Profit), others are suitable for changing existing data. Import functions that combine this functionality also exist.

You always perform the import based on an import definition that you create yourself. In the import definition you indicate the relationship between the fields in the import file and the fields in Profit. The import definition also contains general information about the file to be imported, such as the file format. You can only import ASCII files (for example .TXT or .CSV).

During the import, Profit performs the following checks (validations):

  • Check based on import definition

    Profit checks whether the import file can be imported based on the import definition. You can also perform this check separately, without importing data. Profit generates error messages if any data is missing or does not have the correct format, among other things.

  • Check upon adding or changing data

     Profit performs the checks that also apply to manual entry.

Profit imports the data that does not generate errors during the validation.

Procedure

  • Set up import file

    This subject relates to the layout of files to be imported.

  • Create import file with Excel tool

    If you want to create an import file, a useful method is to use a spreadsheet program, such as Microsoft Excel. To help you get started completing an Excel sheet, you can generate an example from Profit in which the field names have already been entered.

  • Import file via new import definition

    You want to import data into Profit, but you do not yet have an import definition. Add a new import definition; it describes the relationship between the data in the import file and the data in Profit. Then perform the import.

  • Import via an existing import definition

    You can standardise the import process with import definitions. An import definition contains all the data for a single import action, such as the location of the import file, the general settings and the link of the fields to be imported with fields in Profit.

  • Resolve data import errors

    If an import does not proceed correctly, you must view the error messages and correct them.

  • Manage import definitions

    An import definition describes the import for one specific type of data. You can exchange import definitions between different environments and you can copy, change and delete import definitions.

Process

Importeren

Work area

app