This tutorial explains how to import Item Master data using an Excel sheet in Logic ERP. It covers the complete process—from creating an import configuration to mapping fields and generating item codes using expressions.
Objective of This Feature
Bulk import item master data
Reduce manual data entry
Ensure accuracy and consistency
Automate item code generation using expressions
Open Import Utility
Go to Main Menu and expand Utilities
Open Import Masters/Transactions from External Files
Click on Import Masters from External File
Create Import Configuration
Select Import Configuration as Items
Enter a Configuration Name
Click Save
Press Tab Key to proceed
Create Excel Connection
Go to Connection
Select Microsoft Excel
Click on New Connection
Enter a Connection Name
Select Excel File
Choose the created connection
Browse your Excel file
Format must be .xls or .xlsx
Select the required Sheet
Click Save
Select Data Source & Columns
Press Tab Key
Select the Data Source Sheet
Column Selection
Choose required columns from the list
Selection depends on:
Data available in Excel
Fields required in Item Master
Refresh Data
Click on Refresh
Map External Columns
Map Excel columns with software fields
Press Space Bar in Field Expression column
Select appropriate column from dropdown
Important Note
This process is called:
External Column Mapping
Ensures:
Data is imported into correct fields
Create Item Code Using Expression
Special Case
Item Code is not imported from Excel
It will be Auto Generated using expression
Expression Creation
Go to Expression Generation Window
Define Prefix
Insert:
Item Code Prefix Field
Max Item Code Field
Click Save Expression
Enter Expression Name
Apply Expression
Go to Item Code Field Expression Column
Right-click and insert the created expression
Save the configuration
Click on Refresh Button
System Action
Item Codes will be:
Automatically generated
Other fields:
Imported from Excel
Click on "Save" Button and the Item wil be Imported
Verify Imported Data:
Refresh Item List
Right-click on Refresh Tree
View the latest imported item
Item Name
Company Name
Shade/Grouping
GST Details
Sizes
Rates
Item Code
Key Benefits
Saves time in bulk item creation
Reduces manual errors
Automates item code generation
Flexible configuration for different business needs
Best Practice Tips
Always verify Excel data before import
Ensure proper column mapping
Use expressions carefully for item codes
Save configuration for reuse
Final Outcome
Item Master data is successfully imported from Excel
