EMDI offers the ability to import data from many programs in the market, thus facilitating data transfer and data sharing with older software that you want to change!
The file imported into EMDI must have Microsoft Excel (.xls) format and it is irrelevant from which program originated. It may be a worksheet in Microsoft Excel format or an export to Excel format from another program that supports this feature.
The steps to import data file into EMDI is very simple and applicable to CUSTOMERS / SUPPLIERS and PRODUCTS / SERVICES program tabs, giving the ability of automatic import of full clientele and warehouse from another commercial software in the form of Excel file.
Import from Excel into Customers/Suppliers
1. Go to Customers/Suppliers
2. Click Edit button in the menu on the upper right side
3. Choose LOCK CUSTOMERS/SUPPLIERS FROM DELETION and when warned about modifying clientele choose YES
4. Click again on Edit button in the menu (upper right side) and choose IMPORT CUSTOMERS / SUPPLIERS FROM FILE
5. In the new window that opens, choose OPEN TEXT FILE OR EXCEL on the upper left side
6. Select the file from your computer and it will be imported in the program
7. Click the IMPORT button on the upper left side and your data is automatically imported into EMDI
Import from Excel into Inventory/Products/Services
1. Go to Inventory/Products/Services
2. Click Edit button in the menu on the upper right side
3. Choose LOCK DELETE OF PRODUCTS / SERVICES and when warned about deleting products choose YES
4. Click again on Edit button in the menu (upper right side) and choose IMPORT PRODUCTS FROM FILE
5. In the new window that opens, choose OPEN TEXT FILE OR EXCEL on the upper left side
6. Selecs the file from your computer and it will be imported in the program
7. Click the IMPORT button on the upper left side and your data is automatically imported into EMDI
The form of the file that must be created is:
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ID;DESCRIPTION;MEASUREMENT UNIT;PRICE;VAT;DESCRIPTION 2 6314;CUP;PIECES;9,50;19;00;<span id="result_box" class="short_text" lang="en" tabindex="-1">CUP WITH DRAWERS\nAND PLASTIC COVER</span> 6307;CUP;PIECES;15,00;19;00;CUP WITH DRAWERS 6231;PLATE;PIECES;8,00;19;00;PLATE WITH DRAWERS |
Import rules
We can make import rules by creating a corresponding file in the dbs folder. The extension must be always “.rules”
For example: customer_1.rules
customer_2.rules
procucts.rules
Columns:
column column number of the field we want
file content of the field in the input file
DB content of the field in the database of EMDI
set the result we want
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1 2 3 4 |
column|file|DB|set 9|Yes|3|Yes 9|Yes||Νο 9|Yes|No|Yes |
In the above example:
In the first line, if column 9 field has the value “Yes” in the file and value “3” in the database of EMDI then gets the value “Yes”.
In the second line, if column 9 field has the value “Yes” in the file then gets the value “No”.
