To Import Data from a Local File to a Table

You can import data from an Excel spreadsheet or a CSV file to a table on an MYOB Acumatica form if the Load Records from File button appears 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 of the table to which you want to import data, 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. If you are importing 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 one of the following options:
      • 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, the resulting table may have duplicated rows because the system does not check for duplicates when it is importing rows from the file.
   4. Click OK.
6. If you are importing 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 one of the following options:
      • 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: With this option selected, the uploaded CSV 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 table on the form to which you want to import data (displayed in the Property Name column).
8. Click OK to import data to the table.
9. After the data has been imported successfully, click Save on the form toolbar.

After you have imported the data and saved the document, you can continue processing the document based on your organization's workflow.