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Priya Shrivastava 2013-07-18 14:26:58 +05:30
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docs/docs.user.setup.data_import.md
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@ -11,11 +11,11 @@ The tool has two sections, one to download a template and the second to upload t
To upload any type of information, select a type from the drop-down. When you select, the system will give you one or more list of templates you can download. So why multiple templates?
In ERPNext, each master or transaction is defined by a “main table” and “child tables”. These child tables are there because some master tables could have multiple value of certain properties. For example, select Item. Here you will see a number of “child” tables linked to the item table. This is because an Item can have multiple prices, taxes and so on! You must import each table separately. In the child table, you must the mention the parent of the row in the “parent” column so that ERPNext knows which Item’s price or tax you are trying to set.
In ERPNext, each master or transaction is defined by a “main table” and “child tables”. These child tables are there because some master tables could have multiple value of certain properties. For example, select Item. Here you will see a number of “child” tables linked to the item table. This is because an Item can have multiple prices, taxes and so on! You must import each table separately. In the child table, you must mention the parent of the row in the “parent” column so that ERPNext knows which Item’s price or tax you are trying to set.
### The Template
Here is a few tips of filling out your template:
Here are a few tips to fill your template:
- Don’t change any cells before the row “----Start entering data below this line----”.
- Leave the first column blank.
@ -24,11 +24,11 @@ Here is a few tips of filling out your template:
- Columns of type “Link” and “Select” will only accept values from a certain set.
- For “Link” type columns, the value must be present in the table it links to.
- For “Select” the options are given on the 6th row. The value must be one of those.
- Dates: A number of standard date formats are accepted. Please make sure, your dates are in one of those formats.
- Dates: A number of standard date formats are accepted. Please make sure, your dates are added in one of those formats.
### Overwriting
ERPNext also allows you to overwrite all / certain columns. If you want to update certain column, you can download the template with data and when you upload remember to check on the “Overwrite” box before uploading.
ERPNext also allows you to overwrite all / certain columns. If you want to update certain columns, you can download the template with data.Remember to check on the “Overwrite” box before uploading.
> Note: For child records, if you select Overwrite, it will delete all the child records of that parent.