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How to use excel importer tool to import data from excel sheet?#

1. Go to Tools >> Excel importer
   
   
   
   
2. Select the importer from "Importer type" drop down
   
   
   
   
3. On selecting the importer type, information pertaining to that importer type would be displayed.
4. Click on "Click here to download sample excel" to download sample excel sheet.
5. Click on "Show details" link to see what information can be imported using the selected importer type.
6. Browse for the excel sheet and click on 'Upload File'
7. Map the columns from uploaded excel to the required fields for which the data has to be ported.
   
   1. "Mapped To" will have the actual field names
      
   2. "Fields From Excel" are the column headings from excel
      
   3. "First Record" shows the first data record from the excel file
      
   4. Importer will automatically map if you use standard template or from your previous mappings.
      
      
      
8. Click on "Import" to import data.
9. "Data imported successfully" message would be displayed if data is imported successfully, otherwise error message would be displayed.
   
   
   
   
10. Go to "Import History" tab to see history of excel files uploaded previously. Last 10 uploaded files for the selected importer type would be available here.
    
    
    
11. Click on the file name to download previously uploaded excel file. Status of the previous import and import log can also be seen.

Note:
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This screen will be shown if there are any master values in excel sheet which are not present in the database. In the example shown here, there are 3 new locations and 1 new department.

1. Importer has identified 'BANGALOR' as new location as the spelling in excel sheet is different from what is present in database. So this can be remapped to existing location 'Bangalore' which is already present in the database.
2. Existing locations can be seen in the drop down list.
3. 'Srinagar' and 'Jaipur' locations are not there in the database, so 'Add new' option has to be selected.
4. Similarly 'Marketing' department is not present in database, so it has to be added.
5. Click on 'Import' after selecting the options for all the master values.