possible to automate the import process? assuming the template and data format are fixed. for example using third party POS that produces daily sales trx (delimited text/csv) then to import them past midnight automatically into ERPNext. or customer data from other systems as well.
I am intending to start helping some businesses to install ERPNext. One major issue that I am facing in this task is to help them migrate their existing data available in excel files on ERPNext. I am looking for excel templates for all data that ERPNext can import. For example, an Excel template for customer data with the right headers that can be readily consumed by ERPNext. Likewise, I am looking for such templates for customers, suppliers, purchases, sales,.... Well as many available excel templates as possible. In this way, I can request the businesses to adapt their data with respect to the templates, hence facilitate the migration of their data. Are the templates available somewhere?
very good and easy as compared to some big ERP's import functions where we have to write data import scripts for this.
Good how to , excellent explanation 👏🏾
Zgs sgevevehawns😂😅s?
When I get a template, It looks nothing like the one in the video, it has a bunch of info in the headers that create conflicts when importing.
possible to automate the import process? assuming the template and data format are fixed. for example using third party POS that produces daily sales trx (delimited text/csv) then to import them past midnight automatically into ERPNext. or customer data from other systems as well.
Is there any way to get access to some sample data? It make the learning the product fast.
I am intending to start helping some businesses to install ERPNext. One major issue that I am facing in this task is to help them migrate their existing data available in excel files on ERPNext. I am looking for excel templates for all data that ERPNext can import. For example, an Excel template for customer data with the right headers that can be readily consumed by ERPNext. Likewise, I am looking for such templates for customers, suppliers, purchases, sales,.... Well as many available excel templates as possible. In this way, I can request the businesses to adapt their data with respect to the templates, hence facilitate the migration of their data. Are the templates available somewhere?