Importing data from external sources
Overview
This article explains how to quickly import data from external sources to 1C:Drive business documents (such as sales orders) or catalogs (such as Products or Counterparties).
Using data import wizard
The fastest way to import external data to your business documents or catalogs is to use the Import data from external sources wizard. It helps you to import data from a range of sources, such as Microsoft Excel spreadsheets, delimiter-separated text files, or even Windows clipboard.
The wizard is available for many documents, including sales orders, quotations, goods issues, sales invoices, and more.
To learn if a specific tab of a specific document allows data import, look for the button on the document tab's toolbar.
To use the wizard:
- Open a document tab that allows data import.
- In the tab toolbar, click
.
- Choose data source.
- Map data columns.
- Review and fix mapping errors, if any.
- Click Import data to application.
Choosing data source
First, you need to specify the source from which you want to import data:
- To import data from a spreadsheet, click Import data from external file.
The following file formats are supported:
- .xslx (Microsoft Excel spreadsheet)
- .mxl (1C:Enterprise spreadsheet)
- .csv (delimiter-separated text file)
Note. The wizard only supports .csv files that use semicolon as a delimiter. Comma-separated or tab-separated files are not supported.
- To import data from Windows clipboard, click Copy and paste data into spreadsheet template.
If you want to import only a portion of the file contents, specify Import data starting from row. For example, if your data source starts with two rows of headers, set this field to "3" to ignore both header rows and import data starting from row 3.
Click Next to display the source data.
For example, if you want to import a .csv file containing the following data:
Product name;Unit;Quantity;Price
LCD-20;pcs;100;49.99
LCD-22;pcs;150;129.99
LCD-23;pcs;170;199.99
set Import data starting from row to "2", specify the file, and this is what you should see:
Mapping data columns
During this step, you specify which column of your data source goes to which field of your 1C:Drive document.
You can either map each data column manually or apply a mapping template.
When done, click Next to check the mapping for errors.
Mapping data columns manually
To map a data column to a document field, click a column header and select a field that you want to fill with this column's data.
Data columns that are not mapped to any field are labelled as "Do not import" and will not be imported. By default, all data columns are labelled as "Do not import".
Fields highlighted in red are mandatory. To proceed, you must map each such field to a source data column.
Field groups highlighted in red are also mandatory. To proceed, you must map at least one field from each such group to a source data column.
To clear a mapping, click the mapped data column header again and select Do not import.
Applying mapping templates
If you often import identically structured data into the same documents, you can save the matches between data columns and document fields to a mapping template and then apply it with a single click.
To create a mapping template, map data columns manually and click on the wizard toolbar. It is recommended that you choose a meaningful name for your mapping template, such as "Sales order mapping".
Once you have a mapping template created, you can apply it to the imported data instead of mapping each column manually. To apply a mapping template, open the Click here to select a mapping template link and select a template from the list.
Reviewing mapping errors
During this step, you can review any errors that might occur during data import.
There are two common types of data import errors:
- A mandatory field or field group is not mapped.
This is a critical error. You cannot proceed until it is fixed.
Click Back and map the mandatory field or field group to a data column. - A source data item does not match any item in the corresponding 1C:Drive catalog.
For example, a data column mapped to Product field contains a product name that does not match anything in the Products catalog.
If this error occurs, you can do either of the following:- Close the wizard, edit the source data so that all data items match 1C:Drive catalogs, and run the wizard again.
- Select the Create new items if not mapped checkbox and proceed with data import. 1C:Drive catalog items will be created for the source data items that do not match.
For example, if a a source product name does not match anything in the Products catalog, a product with this name will be created in the catalog.
After handling the errors, click Import data to application to import the source data to the selected fields of your business document.