diff --git a/erpnext/docs/assets/img/setup/data-import/data-import-tool-template.gif b/erpnext/docs/assets/img/setup/data-import/data-import-tool-template.gif new file mode 100644 index 0000000000..c4d28f4b04 Binary files /dev/null and b/erpnext/docs/assets/img/setup/data-import/data-import-tool-template.gif differ diff --git a/erpnext/docs/assets/img/setup/data-import/import-csv.png b/erpnext/docs/assets/img/setup/data-import/import-csv.png new file mode 100644 index 0000000000..3b9bc9ff56 Binary files /dev/null and b/erpnext/docs/assets/img/setup/data-import/import-csv.png differ diff --git a/erpnext/docs/assets/img/setup/data-import/import-file.png b/erpnext/docs/assets/img/setup/data-import/import-file.png new file mode 100644 index 0000000000..c99e01524b Binary files /dev/null and b/erpnext/docs/assets/img/setup/data-import/import-file.png differ diff --git a/erpnext/docs/assets/old_images/erpnext/import-3.png b/erpnext/docs/assets/old_images/erpnext/import-3.png deleted file mode 100644 index 9387dd59aa..0000000000 Binary files a/erpnext/docs/assets/old_images/erpnext/import-3.png and /dev/null differ diff --git a/erpnext/docs/assets/old_images/erpnext/import-4.png b/erpnext/docs/assets/old_images/erpnext/import-4.png deleted file mode 100644 index fce1f51a1e..0000000000 Binary files a/erpnext/docs/assets/old_images/erpnext/import-4.png and /dev/null differ diff --git a/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md b/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md index e59ed21761..563568acdc 100644 --- a/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md +++ b/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md @@ -1,8 +1,6 @@ -The Data Import Tool is a great way to upload (or edit) bulk data, specially -master data, into the system. +The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. -To Open the data import tool, you either go to Setup or go to the Transaction -you want to Import. If Data Import is allowed, you will see an Import Button: +To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button: Start Import @@ -20,22 +18,24 @@ with it too. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example an Item can have multiple prices, An Invoice has multiple Items and so on. -Download Template - - * Click on the table you want to download or "All Tables" - * For bulk editing, you can click on "Download With Data" + * Select Doctype for which template should be downloaded. + * Check fields to be included in the template. + * Click on "Download Blank Template". + * For bulk editing, you can click on "Download With Data". + +Download Template ### 2\. Fill in the Template After downloading the template, open it in a spreadsheet application and fill in the data below the column headings. -![Spreadsheet]({{docs_base_url}}/assets/old_images/erpnext/import-3.png) +Download Template Then export your template or save it as a **Comma Separated Values** (CSV) file. -![Spreadsheet]({{docs_base_url}}/assets/old_images/erpnext/import-4.png) +Download Template ### 3\. Upload the .csv File @@ -49,7 +49,7 @@ button. 1. Make sure that if your application allows, use encoding as UTF-8. 1. Keep the ID column blank for new records. -### 4\. Uploading All Tables (Main + Child) +### 4. Uploading All Tables (Main + Child) If you select all tables, you will get columns belonging to all the tables in one row separated by `~` columns. @@ -67,7 +67,7 @@ row. See the example: > To see how its done, enter a few records manually using forms and export "All Tables" with "Download with Data" -### 5\. Overwriting +### 5. Overwriting 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 @@ -76,7 +76,7 @@ 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. -### 6\. Upload Limitations +### 6. Upload Limitations ERPNext restricts the amount of data you can upload in one file. Though the number may vary based on the type of data. It is usually safe to upload around @@ -107,4 +107,10 @@ to save your file encoded as UTF-8. For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as a CSV, then open it in Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!) +####Help Video on Importing Data in ERPNext from Spreadsheet file + + + + + {next} diff --git a/erpnext/docs/user/manual/en/setting-up/print/multi-lingual-print-format.md b/erpnext/docs/user/manual/en/setting-up/print/custom-translations.md similarity index 98% rename from erpnext/docs/user/manual/en/setting-up/print/multi-lingual-print-format.md rename to erpnext/docs/user/manual/en/setting-up/print/custom-translations.md index a15834c812..1dab1c1547 100644 --- a/erpnext/docs/user/manual/en/setting-up/print/multi-lingual-print-format.md +++ b/erpnext/docs/user/manual/en/setting-up/print/custom-translations.md @@ -1,4 +1,4 @@ -#Multi-lngual Print Formats +#Custom Translations User can print the customer's and supplier's document in their local language. For an example if I have customers from germany, france who want quotation in german, french language will be possible with these feature. diff --git a/erpnext/docs/user/manual/en/setting-up/print/index.txt b/erpnext/docs/user/manual/en/setting-up/print/index.txt index 80b594663a..fa23652564 100644 --- a/erpnext/docs/user/manual/en/setting-up/print/index.txt +++ b/erpnext/docs/user/manual/en/setting-up/print/index.txt @@ -5,4 +5,4 @@ letter-head address-template terms-and-conditions cheque-print-template -multi-lingual-print-format \ No newline at end of file +custom-translations \ No newline at end of file