Import Purchase

Adding multiple purchase contracts is greatly simplified thanks to the ability to import data directly from a pre-formatted file. This process can significantly reduce the time required to integrate a large number of contracts, especially when migrating or integrating bulk data. By eliminating manual entry, it makes it easier to quickly record information while ensuring its accuracy. This optimized approach not only saves time, but also avoids errors related to individual entry, providing a more efficient and smooth way to manage purchasing contracts.

Step 1: Prepare the Import Canvas

To get started, download the dedicated template file. This canvas is structured with predefined columns, organized to guarantee the consistency of the information to be imported. Mandatory information is marked in red and includes essential elements such as the supplier, date of purchase, contract number, as well as the amounts excluding tax and including tax. Respecting the order of the columns is imperative so that the system correctly recognizes and processes each field. Formatting rules to follow include entering only one value per cell, no blank lines, and standardized date and time format (dd/mm/yyyy hh). These standards ensure total compatibility with the system and avoid processing errors.

Step 2: Load Prepared File

Once the file is completed and verified, access the import interface. Click "Browse" to select your file, then click "Next" to upload it. The system will provide you with an initial summary with the number of lines imported and the total number of lines present in the file. This summary offers a first indication of the success of the loading and allows you to quickly identify any omissions.

Step 3: Verifying Imported Data

After loading, the system generates a summary table of the imported records. The data for each purchasing contract, such as supplier, date, contract number and amounts, are listed. Any errors are also flagged, allowing problematic elements to be corrected before final validation. This control step provides an overview of all imported data and verifies that each purchase contract is complete and accurate.

Step 4: Finalize the Import

Once the verification is complete, click "Import" to validate and integrate the purchase contracts into the database. A confirmation message appears, indicating that the import was successful. At this point, purchasing contracts are officially recorded and available for viewing or editing in the database, providing a fast and reliable solution for information management.