# Import Item Master from Excel

**YouTube:** [How to import item master from an excel sheet?](https://www.youtube.com/watch?v=kTRYxH3vIPA\&t=27s)

## How to import item master from an excel sheet?

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.

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### **Objective of This Feature**

* Bulk import **item master data**
* Reduce manual data entry
* Ensure **accuracy and consistency**
* Automate **item code generation using expressions**

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### **Open Import Utility**

* Go to **Main Menu** and expand **Utilities**
* Open **Import Masters/Transactions from External Files**
* Click on **Import Masters from External File**

<figure><img src="/files/rsq13So5QwIj0XG8Hw4v" alt=""><figcaption></figcaption></figure>

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### **Create Import Configuration**

* Select Import Configuration as **Items**

<figure><img src="/files/P2E1dDm3h7OR4Ewe0whc" alt=""><figcaption></figcaption></figure>

* Enter a **Configuration Name**

<figure><img src="/files/J7CKgPqFEvdENDo5Wmq5" alt=""><figcaption></figcaption></figure>

* Click **Save**
* Press **Tab Key** to proceed

***

### **Create Excel Connection**

* Go to **Connection**
* Select **Microsoft Excel**

<figure><img src="/files/qE1DY6Fyc3yCdbEH5jxd" alt=""><figcaption></figcaption></figure>

* Click on **New Connection**
* Enter a **Connection Name**

<figure><img src="/files/Lk76tYZ5uW3PHFNX9A1P" alt=""><figcaption></figcaption></figure>

**Select Excel File**

* Choose the created connection
* Browse your Excel file
  * Format must be **.xls or .xlsx**
* Select the required **Sheet**
* Click **Save**

<figure><img src="/files/PI8bUTTouLVPY9hf7bP3" alt=""><figcaption></figcaption></figure>

***

### **Select Data Source & Columns**

* Press **Tab Key**
* Select the **Data Source Sheet**

<figure><img src="/files/8QAiD3LEgir4w84QqDFj" alt=""><figcaption></figcaption></figure>

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### **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**

<figure><img src="/files/gh1cQlZzpYOOFNTnGfcj" alt=""><figcaption></figcaption></figure>

***

### **Map External Columns**

* Map Excel columns with software fields
* Press **Space Bar** in *Field Expression* column
* Select appropriate column from dropdown

<figure><img src="/files/BSfJ3l5QvgtgCILVn4E2" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="/files/scCj2oWww9CWZcwkENyD" alt=""><figcaption></figcaption></figure>

* Insert:
  * **Item Code Prefix Field**
  * **Max Item Code Field**
  * Click **Save Expression**

<figure><img src="/files/nkl4LKGMlPVCQmcs5KpQ" alt=""><figcaption></figcaption></figure>

* Enter **Expression Name**

<figure><img src="/files/I2zIIbHo7LZnqOlrgAdz" alt=""><figcaption></figcaption></figure>

**Apply Expression**

* Go to **Item Code Field Expression Column**
* Right-click and insert the created expression

<figure><img src="/files/IU6asq9xt2wtbHd6zee2" alt=""><figcaption></figcaption></figure>

* Save the configuration
* Click on **Refresh Button**

<figure><img src="/files/niIeTFMew4VP9WLzfpnM" alt=""><figcaption></figcaption></figure>

***

### **System Action**

* Item Codes will be:
  * **Automatically generated**
* Other fields:
  * Imported from Excel

<figure><img src="/files/JDbgFr4tx9SBIKXE3NsZ" alt=""><figcaption></figcaption></figure>

* 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

<div><figure><img src="/files/raTB08NqKKfJxo0JT2d4" alt=""><figcaption></figcaption></figure> <figure><img src="/files/78mBXVBIAheVnSMqE95n" alt=""><figcaption></figcaption></figure></div>

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### **Key Benefits**

* Saves time in bulk item creation
* Reduces manual errors
* Automates item code generation
* Flexible configuration for different business needs

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### **Best Practice Tips**

* Always verify Excel data before import
* Ensure proper column mapping
* Use expressions carefully for item codes
* Save configuration for reuse

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### **Final Outcome**

* Item Master data is **successfully imported from Excel**
* Item codes are **auto generated using expressions**
* Data is **accurately mapped and stored**
* Future imports become **quick and effortless**


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