Import data from an Excel sheet into Exact Globe (Landing Page)
Background
Exact Globe has the capability to import XML files. There are professional tools to turn an Excel sheet into XML and subsequently (using another tool) to map that XML file to the Exact Globe "style sheet". That process is not for the fainthearted as it requires knowledge and tools (that can be downloaded for free, but for a limited evaluation period only!). In addition, some of these tools require since recently a "Java Virtual Machine". Attached are a few VBA makro's (out of a growing library) that allow the creation of a (Exact Globe) XML file directly from an Excel sheet. The VBA makros can be edited to your liking. They do not (yet) include every field.
What has been changed?
| 30-09-2005 |
The import of Creditors (Suppliers) has been added |
| 03-10-2005 |
How to deal with Asian languages has been added |
| 06-10-2005 |
Import of Debtors (Customers) and Items has been added |
| 21-06-2006 |
How to deal with the "&" character in the source data |
| 26-10-2006 |
Importing BOM's has been added |
| 28-12-2006 |
Importing GL Accounts has been added |
| 18-01-2007 |
Importing Debtors has been improved |
| 06-02-2007 |
Importing Resources has been added |
| 07-02-2007 |
Importing Associates/Leads/Prospects/Suspects has been added |
| 03-08-2007 |
Importing Items: bug fixes and added importing main supplier |
| 06-10-2009 |
Importing Internal use has been added |
| 06-10-2009 |
Importing Hour entries has been added |
| 06-10-2009 |
Importing Resources has been added |
| 06-10-2009 |
Importing the P&L and BS AR/AP opening balance has been added |
| 02-03-2010 |
Importing the asset opening balance has been added |
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How to proceed?
Hereunder are the Excel sheets/makros that are currently available. In principle any data that is contained in the Exact Globe style sheet can be uploaded using this method. You are much encouraged to submit your makros to me so that they can be added to the list.
How to import (Item-) Assortments from an Excel sheet into Exact Globe
How to import Assets from an Excel sheet into Exact Globe
How to import Resources (Employees) from an Excel sheet into Exact Synergy
How to import Creditors (Suppliers) from an Excel sheet into Exact Globe
How to import Debtors (Customers) from an Excel sheet into Exact Globe
How to import Associates (etc.) from an Excel sheet into Exact Globe
How to import Items from an Excel sheet into Exact Globe
How to import BOM's from an Excel sheet into Exact Globe
How to import GL Accounts from an Excel sheet into Exact Globe
How to import Internal use from an Excel sheet into Exact Globe
How to import Hour entries from an Excel sheet into Exact Globe
How to import Resources from an Excel sheet into Exact Globe
How to import the (AR/AP) opening balance from an Excel sheet into Exact Globe (A)
How to import the (AR/AP) opening balance from an Excel sheet into Exact Globe (B)
How to import the (BS/PL) opening balances from an Excel sheet into Exact Globe (A)
How to import the (BS/PL) opening balances from an Excel sheet into Exact Globe (B)
Creating Assets and Opening Balance in Bulk (NEW)
And the related documents:
Excel to XML: How to change VBA code
How to deal with Asian languages in XML?
Code improvement: Importing the "&" sign through XML
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