Import Item Master from Excel

YouTube: How to import item master from an excel sheet?

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

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Create Import Configuration

• Select Import Configuration as Items

• Enter a Configuration Name

• Click Save

• Press Tab Key to proceed

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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

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Select Data Source & Columns

• Press Tab Key

• Select the Data Source Sheet

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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

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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

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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

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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

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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