You are here: HOME >>> Excel Invoice Manager

Importing Data into Excel Invoice Manager

Generally Microsoft Access allows you to import external data into a new table. But if you can carefully organize and prepare the source data, you can also import external data from a worksheet into an existing Access table. In this tutorial, we will go through the steps required for importing existing data from an Excel worksheet into Excel Invoice Manager.

To import data from Excel workbooks into an existing table, the source data must meet specific requirements: the first row of the source data must contain column headings, and the column headings must match field names in the table.

Download the source data template.
Click the following link to download the source data template: import_data_template.zip.
Prepare the source data.
Fill your existing data into the template.

NOTE 1: Do not change the column headings. These headings automatically map to appropriate fields in Excel Invoice Manager database.

NOTE 2: The Customer table has a CustomerID column which is the primary key of the table. A CustomerID value can have up to 10 characters and uniquely identify a customer. If your contact list don't have this column, you need to add it.

Similarly, the Product table has a ProductID column which is the primary key of the table. A ProductID value can have up to 10 characters and uniquely identify a product. If your product list don't have this column, you need to add it.

NOTE 3: Do not leave any rows empty. To the Import Data Wizard, an empty row signals the end of the data. Subsequent rows will be ignored.
Open the database file in Microsoft Access.
NOTE: The following description and figures are based on Access 2003 and Excel 2003. You can easily find the similar commands in the new Ribbon based interface in Access 2007 and Excel 2007.
Click menu File -> Get External Data -> Import.
Choose Microsoft Excel in the Files of Type box. Browse to and open the Excel workbook that contains the contact list. This is the Import Spreadsheet Wizard:

(Click to enlarge)
Click Next. Check the First Row Contains Column Headings option.

(Click to enlarge)
Click Next. Choose In an Existing Table and select Customer from the list.

(Click to enlarge)
Click Finish. The wizard displays a message indicating the success or error messages if anything goes wrong.

EXCEL INVOICE MANAGER Free Download and Try

LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference

Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer Sample Invoice Template: Replacing the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items

Home	Contact Us	Privacy	Link to Us
copyright © Office-Kit.com, all rights reserved