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v15.3.0 Import XLS Files

We are being frequently asked to Import XLS (spread sheet) files into Magix. With this new option you will be able to do this yourself.

This can be used to import the following Data

Extended Warranty Details
Service Campaign Details
Vehicle VIN Info
Warranty Statements (e.g. Hyundai NZ Warranty Statement)
Service Instructions
Parts Purchase Order (this process creates a PO in Magix and receipts the items into stock all in one operation).

In order to access this option you need the 'Data Import XLS Files' option ticked in your User Record.

The option is accessed from the START menu in the Top Tool Bar.

To import a file

1. Save the file into the Y:\In folder (note Y: in most cases is your shared network folder but this many vary at specific sites).

2. Complete this screen choosing both the Franchise and the type of File you are importing.

3. Complete the next screen that comes up. The screen will vary depending on the Type of file you are loading.

The Column ID is the Column containing the data in the XLS fie you are importing.

Care needs to be taken that this 'mapping' of the Column ID is correct. If you are unsure please contact support.