We connect report output and bulk data import in your system to Excel workbooks.
Excel is still the common language between a business, its accountant and its auditor. Being able to download any report as a clean workbook, or upload hundreds of products or customers at once from a sheet, saves days of typing. We have used Excel import and export in our own client projects, including school and academy management systems, where student and fee data often arrives in spreadsheets.
What we build with it
- Exporting reports for analysis
- Bulk product, customer, student or opening-balance import
- Handing figures to an accountant
- Downloadable templates so users know exactly which columns to fill
How it works
- For exports, a user runs a report and clicks download. The system builds a workbook with proper column headings, dates and number formats.
- For imports, the user downloads a template, fills it in and uploads it.
- The system checks every row — required fields, formats, duplicates and references to existing records.
- A preview shows what will be created or updated and which rows have errors, with the reason for each.
- The user confirms, valid rows are saved, and a file of rejected rows can be downloaded for correction.
Data exchanged
- Tabular report data
- Import records
- Column mappings
What is needed to set it up
- A prepared workbook matching the expected column structure
- Agreement on formats for dates, amounts and codes
Good to know
- No Microsoft account or subscription is needed on the system's side. Files are simply generated and read.
- An Excel sheet holds about a million rows, so very large exports are split or offered as CSV.
- Dates are the most common source of import errors, because Excel may reinterpret them. The template and validation catch most of these.
