Data exchange

Data exchange is available only for some document types. Import can be started from a document page, its actions menu, or a separate form, depending on the module.

Importing data

1. Open the import form for the required document type.
2. Download and use the sample file when it is provided.
3. Select the language of imported data when the form requires it.
4. Upload the file and wait for the result message.

The result can show the number of processed, created, updated, and failed rows. When the system reports errors, check the row number and reason, correct the source file, and repeat the import.

Important

Adding a file on the Files tab is not the same as importing data: an attachment stores a supporting file, while import creates or updates data according to rules in the individual module. The file format, availability of export, and effects of import are not shared by every document type.

Before import, check the data on a copy or small sample, and do not upload files that contain data which must not be transferred to the system.