QAD 2016 Enterprise Edition Training Guides
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Excel Integration
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Supplier Data
Supplier Data
Import Modified Data from Excel
When you have completed the modifications:
1 Save the changes to your Excel spreadsheet.
2 Switch back to your QAD application.
3 Right-click in the business component data grid and choose Import from Excel.
4 When prompted, select your spreadsheet and click OK.
5 Click Save to validate the data and save to the database.
6 If the system returns validation errors, you can resolve them on screen at this stage, and save again to validate.
Create a Template for Use in Excel Integration
This option creates a blank spreadsheet for maintenance that contains the relevant fields as column headings. This is similar to the previous activity, but you do not load existing system data. You use the template to add your own data and import it, which creates new records in the system.
1 Choose the Excel Integration activity for a supported business component, such as customer.
The system displays the blank grid consisting of the data fields as column headings.
2 Right-click the blank grid and choose Export to Excel for Maintenance.
3 Open the spreadsheet in Excel and make your modifications. Save the spreadsheet and import the data into the application, as described in
Import Modified Data from Excel.
Leave the first column with the <component name>_ID field blank. The system supplies the IDs when you import the data
