Universal Import Plug In
Flexible Data Import Solution
The Universal Import Plug-In is a powerful tool for AutoCount users, designed to simplify bulk data importing from Excel or other compatible sources into various AutoCount modules. Whether you need to import sales documents, stock data, or accounting records, this plug-in provides unmatched flexibility and efficiency.
Key Features
Wide Range of Import Options
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Supports importing for multiple modules including:
- Sales: Quotation, Sales Order, Delivery Order, Sales Invoice, Cash Sale, Credit Note, Debit Note, Sales Consignment.
- Purchases: Purchase documents and related transactions.
- Accounting: GL, AR, AP, Stock.
- Centralized under the Universal Import menu for easy navigation.
Demo Video Chinese
Column Mapping for Accurate Data Transfer
Column Mapping lets you match your Excel column names with AutoCount fields to ensure data is imported correctly.
System stores your mapping preferences for repeated use, reducing setup time.
Column Searching for Intelligent Data Matching
Column Searching allows you to match and retrieve related records during import (e.g., match debtor codes with account numbers using a reference field).
Prevents duplicate entries and ensures data consistency.
Flexible Sheet and Column Settings
Use specific sheet indexes or sheet names.
Handle long data fields by truncating automatically if necessary.
Configure import settings to match your source file’s structure:
Master & Detail Support
Supports importing both master records (e.g., Debtor Master, Item Master) and transaction details in a single process.
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