Import data from a local file to a table

You can import data from an Excel spreadsheet or a .csv file to a Visma.net ERP table when you see the Load records from file button ( ) on the table toolbar.

1. Open the appropriate window.
2. On the table toolbar, click .

3. In the pop-up, click Choose file

4. Select the file you want to import, and click Open.
   
5. Click Upload to upload the file to the system.
   This will open a pop-up window called Common settings.
6. If you import an Excel spreadsheet, specify the following settings:
   1. If an atypical null value is used in the uploaded file, specify the value in the Null value field.
   2. In the Culture field, select the region whose measurement settings have been used in the uploaded file.
   3. In the Mode field, select the option that determines which data will be imported into the table.
   4. Click OK.
7. If you import a .csv file, specify the following settings:
   1. If an atypical separator character is used in the uploaded file, specify it in the Separator chars field.
   2. If an atypical null value is used in the uploaded file, specify the value in the Null value field.
   3. Select the encoding of the uploaded file in the Encoding field.
   4. In the Culture field, select the region whose measurement settings have been used in the uploaded file.
   5. In the Mode field, select the option that determines which data will be imported into the table.
   6. Click OK.
8. Click OK to import data to the table.
9. Click in the window toolbar.
   

After the data is imported and you have saved the document, you can process the document according to your company's workflow.