Importing data from Excel

Importing data from Excel.

Før du begynner

We recommend that you backup your data before you start importing.

You can import data from Excel to Visma Business. Importing data from Excel can for example be relevant if you need to import data:

Find SQL names for use in the Excel file
The Excel file must have column headings that are equivalent to the SQL names of the corresponding columns in Visma Business.
1. Select the table to which you will import data.
  (Opening a table from the layout explorer)
2. Retrieve the columns in the table that corresponds to the columns in the Excel file in which you want to import.
3. Move the columns in the same order as in the Excel file.
4. Change the column names from "User defined" to "SQL" in the table.
  (Tekster)
Prepare the Excel file.
1. Open the Excel file that you want to import from.
2. Type the SQL names in the first row.
3. Save the Excel file in a CSV format.
Import the Excel file.
1. On the Home menu and click Import.
  The Import dialog box appears.
2. Select the appropriate database in the To database box.
3. Select how you would like to import the data
4. Select the Wizard box.
5. Click Import.
  The Select file dialog box appears.
6. Select the appropriate CSV file and click Open.
  The Import Wizard dialog box appears.
7. Select Semicolon and click Next.
8. Select the table you want in the Import to table list, and click Finish.