How to Import and Export Data Through Excel
Importing and Exporting Data Using Excel
Exporting Data Using Excel
You can export data to Excel as follows:
- Navigate to: Support > Stock Cards.
- Right-click the blue box button in the top-left corner of the data grid, near the column headers.
- Select Export to Microsoft Excel and choose the required fields. (You can define which columns and fields will be included in the spreadsheet. This allows you to tailor the exported file to your requirements.)
- 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, update the stock information in the Excel sheet as needed. After making your amendments, the data can be imported back into SIMS following the same steps as the export process, but instead selecting Import from Microsoft Excel at step 3.
Importing Using Excel
- Begin by using the Excel template: :Stock Cards Import.xlsm. Open the template.
- Note that the mandatory columns are colour-coded, and most columns include supplementary header information on 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.
- 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.
- Select the import options.
- Choose the completed Excel file.
- Proceed with the import.
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