TABLE OF CONTENTS
1. Importing products
When importing products with the quick sales tool, each row corresponds one product and you can make specific definitions for the products such as price and invoice description in the excel file. If you only want to import a lot of products per customer and not make any specific definitions for them, you can use the mass import tool that is covered in this article: 4.2.4 Sales - Mass import products from Excel.
To start importing products, go the "+ Sale" page on the "Invoices" section. Select the "Excel" tab on that page.
Choose the file you want to import and set the column titles to match the columns on the file you are about to import. If you are importing products, the table must at least have information about the customer and the product. The customer can be targeted by their name, business id or customer number and the product can be targeted by product name or product code.
After you have selected the column titles, click the "Upload" button. You can then see all imported quick sales on the rows below the menu.
The rows can still be edited. You can change the customer and the product (note that changing the product does not update the price). You can also edit the amount, price and invoice description. You can also delete a row from the "Hide" button. From the menu above the row, you can edit all rows at the same time. For instance, if you change product from the this menu, the same product is applied to all rows.
When you are ready to import all quick sales to the system, click the "Select all" or "Choose complete" links to select all rows and then click the "Save chosen" button. You can also select rows one by one or save each row individually from the "Save" button on the row. Saved quick sales can be found from the "Sales" tab on the "Invoices" section where they still have to be invoiced or confirmed. Invoicing quick sales is covered in more detail in this article: 4.2.2 Sales - Confirming and invoicing sales.
2. Importing work sessions
You can also import work sessions from the "Excel" tab. Then the excel table must have at least the following information: customer, task (and project if necessary), employee's name, date and the length of the session or the start and end time of the session. You can also include products to the session. Note that the titles in the table below are just for reference, titles cannot be included in the actual file.
Start importing work sessions by choosing the file and then match the column titles to match those in the file. Choose also the "Import as sessions" selection before uploading the file. If you don't want to add products to the sessions, choose the "+ No product" selection as well.
After clicking the "Upload" button, the work sessions will appear as their own rows below the menu.
From the list, check that the information is correct and then select the sessions you want save and click the "Save chosen" button. From the "Select all" link you can select all sessions at the same. You can also save individual sessions from the "Save" button on each row. Saved sessions will appear on the "Work sessions" page where you can process them as regular work sessions. Read more about processing work sessions from these articles: 4.1.1 Processing and invoicing sessions, 4.1.2 Editing work sessions before invoicing and 3.8.4 Editing sessions.