How to import details into SFS using Excel

Importing details into the system using Excel

To import details into the system from Excel, you must first generate a template with the column names. This can be done by right-clicking the small blue box at the top-left corner of the grid you wish to populate and pressing the Generate Microsoft Excel Template option.

When all the information is filled in, you can now import the data into the system. To do this, right-click on the small blue box at the top-left corner of the relevant grid and this time choose the Import from Microsoft Excel option. 

You will then be prompted to choose the file.

The chosen file (e.g. ToImport.xlsx) will then be opened so that you can verify that the correct file was chosen. To finalise the import, click on OK when the following message box appears: 

Should the Excel file contain any errors, the system will open up the file you were trying to import (e.g. ToImport.xlsx), mark each line containing an error in red and display an extra column with the error message related to that particular line.

    • Related Articles

    • Import Gateway - Transactions

      The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of Nominal, sales and purchase transactions. ...
    • How can I import a stock-take (physical quantities)?

      Depending on your setup, there are a number of different ways to import physical quantities during a SIMS stock-take: Import from Initialise To manually import a stock take, click on Import from Initialise and select Import All. Enter the Store ...
    • How to import and export data through Excel

      You can export data to Excel by going to Support > Stock cards and right-clicking the blue box button in the top-left corner of the data grid (near the column headers). Then navigate to Export to Microsoft Excel and select the required fields (note ...
    • How to remove text and numbers from SIMS in bulk with Excel

      With this method, the user can delete multiple text fields or numbers at once with an excel import. To remove a text and make the field blank insert [REMOVE] To 0.00 a field that has a number just insert -1 in the excel field Please note that the ...
    • Error: Cannot send email through SFS

      Problem When sending an export via email, the message "Error: 'C:\PROGRAM FILES (X86)\SHIREBURN\SFS\mail.dll not found'" is shown: Environment SFS Solution Set Outlook as Default Application for Mail Go to Start Type 'Default Apps' For Email, search ...