[Fixed] Documentation #6892

This commit is contained in:
Umair Sayyed 2016-11-24 17:41:05 +05:30
parent 3247db4827
commit 829e00c2e6
8 changed files with 21 additions and 15 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 1.1 MiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 66 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 85 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 179 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 87 KiB

View File

@ -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:
<img alt="Start Import" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-1.png">
@ -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.
<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-2.png">
* 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".
<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-tool-template.gif">
### 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)
<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-file.png">
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)
<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-csv.png">
### 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
<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
{next}

View File

@ -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.

View File

@ -5,4 +5,4 @@ letter-head
address-template
terms-and-conditions
cheque-print-template
multi-lingual-print-format
custom-translations