To Import Data from a Local File to a Table

You can import data from an Excel spreadsheet or a CSV file to an MYOB Acumatica table when you see the Load Records from File () button on the table toolbar.

For more information, see Table Toolbar and Integration with Excel.

To Import Data from a Local File

1. Open the appropriate form, and either add a new record or select the record to which you want to import data.
2. On the table toolbar, click Load Records from File ().
3. In the File Upload dialog box, click Choose File and select the file you want to import.
4. Click Upload to upload the file to the system.

   After the file is uploaded, the Common Settings dialog box is opened.

5. To import an Excel spreadsheet, do the following in the Common Settings dialog box:
   1. If an atypical null value is used in the uploaded file, specify the value in the Null Value box.
   2. In the Culture box, select the region whose measurement settings have been used in the uploaded file.
   3. In the Mode box, select the option that determines which data will be imported into the table:
      • Update Existing: To update the rows that are already present in the table and add new rows that are not present in the table.
      • Bypass Existing: To import only new rows that were not present in the table. The existing rows will not be updated.
      • Insert All Records: To add all rows from the file to the table.
        Attention:

        If you select this option, you may get duplicated rows because the system will not check for duplicates when it is importing rows from the file.
   4. Click OK.
6. To import a CSV file, do the following in the Common Settings dialog box:
   1. If an atypical separator character is used in the uploaded file, specify it in the Separator Chars box.
   2. If an atypical null value is used in the uploaded file, specify the value in the Null Value box.
   3. Select the encoding of the uploaded file in the Encoding box.
   4. In the Culture box, select the region whose measurement settings have been used in the uploaded file.
   5. In the Mode box, select the option that determines which data will be imported into the table:
      • Update Existing: To update the rows that are already present in the table and add new rows that are not present in the table.
      • Bypass Existing: To import only new rows that were not present in the table. The existing rows will not be updated.
      • Insert All Records: To add all rows from the file to the table.
        CAUTION:

        With a CSV file, the uploaded file must contain only rows that have not already been imported. If the system encounters a row that already exists in the table, the import process will be terminated. To resolve the situation, click Cancel on the form toolbar, and then try to import data in another mode.
   6. Click OK.
7. In the Columns dialog box, match the columns of the imported file (displayed in the Column Name column) to the columns in the MYOB Acumatica table to which you want to import data (displayed in the Property Name column).
   Note:

   The system automatically matches columns based on the name of the columns in the imported file and in the MYOB Acumatica table. If the field in the Property Name column is empty for the field in the Column Name column, you need to select the matching field in the drop-down list of the Property Name column manually. If you leave this column empty (as shown in the following screenshot for the Unit Cost row), the system does not upload the value of this column from the imported file to the MYOB Acumatica table.

   For example, suppose that you manually add a column from the Available Columns pane to the Selected Columns pane of the Column Configuration dialog box on a data entry form. Further suppose that the column appears in the table of this form, but the automatic appearance of the column on this form depends on some feature being enabled on the Enable/Disable Features (CS100000) form. If the feature is disabled, this column does not appear in the list of matching fields in the Property Name column, and you cannot match the column in the imported file to the column in the MYOB Acumatica table by using the Columns dialog box. As a result, the value of the column from the imported file cannot be inserted into the column in the MYOB Acumatica table.

   
   
   

8. Click OK to import data to the table.
9. After the data is successfully imported, click Save on the form toolbar.

After the data is imported and the document is saved, you can continue processing the document according to your organization's workflow.