How to import and export data through Excel
Importing and Exporting Data Through Excel
You can export data to Excel by navigating to Support > Stock Cards and right-clicking the blue box button located in the top-left corner of the data grid, near the column headers. From there, select Export to Microsoft Excel and choose the required fields. Please note that the STOCK CODE field, which serves as the unique key, must always be selected. This will generate an Excel sheet containing the required data.
Once the export is complete, you may update the stock information in the Excel sheet as required. After making the necessary amendments, the data can be imported back into SIMS by following the same steps and selecting Import from Microsoft Excel Instead.
Step-by-Step Process
Exporting
During the export process, you may define which columns and fields will be included in the spreadsheet. This allows you to tailor the exported file to your requirements.
Importing
Begin by using the Excel template: :Stock Cards Import.xlsm Open the template and note that the mandatory columns are colour-coded. In addition, most columns include supplementary header information, which can be viewed by hovering over them. Complete all required fields carefully to ensure the data is accurate before importing.
After completing the spreadsheet, save the file on your computer and verify that all entries are correct. To import the data into SIMS, open the Stock Card window, right-click the top-left corner of the grid, and select the import options. Then choose the completed Excel file and proceed with the import.
It is recommended that you create a backup of the full stock list before importing the updated file, as a precaution
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