What is meant by Excel import?
The term "Excel import" refers to the function of importing data from an Excel file (typically in XLSX or CSV format) into a software application to further process or integrate it with existing datasets. Excel import is a commonly used feature in business software since Excel files are a widely used method for storing and editing data.
Typical software functions in the area of "Excel Import":
- Data Mapping: The software provides an interface to assign the imported Excel data to the corresponding fields in the database or application.
- Error Checking: Checking the data for formatting errors, missing values, or data inconsistencies during the import process.
- Automated Import: Regular or automated data import at scheduled times or triggered by specific events.
- Preview and Validation: Displaying a preview of the data to be imported for review before the actual import.
- Logging and Reporting: Automatic logging of the import process, including any errors and success notifications.
- Data Update: The ability to update existing records through the import, instead of creating new ones.
- Custom Field Mapping: Flexible mapping of Excel columns to custom fields within the software.
Examples of "Excel Import":
- Customer Import: Importing a list of customers with names, addresses, and contact information into a CRM system.
- Product Data Import: Importing product information, such as item numbers, descriptions, and prices into inventory management software.
- Accounting Data Import: Importing transactions or accounting data into accounting software.
- Time Tracking: Importing working hours from an Excel file into a time tracking system.
- Order Import: Importing order data from an Excel sheet into an ERP system.