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Turn Excel sheets into XML files for import into Exact Globe

Written by Michiel Dorjee on . Posted in Exact Globe

Exact Globe has the capability to import XML files. There are professional tools to turn an Excel sheet into XML and subsequently (using another tool) to map that XML file to the Exact Globe “style sheet”. That process is not for the faint-hearted as it requires technical knowledge and tools.

Turn Excel sheets into XML files for import into Exact Globe

In this document, you can find links to Excel sheets containing makro’s that allow the creation of an XML file, that can be imported into Exact Globe, directly from an Excel sheet. The makros can be edited to your liking.

Photo credit: Barnoid

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Comments (11)

  • Scott Leete

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    In addition to helping our customers during data migration, this functionality can help presales to streamline our demo prep.

    Was wondering, has any of these files been tested with Exact Synergy Enterprise directly? My understanding was that there were some variations in the XML format? Does anyone know which spreadsheets will/will not work?

    Reply

  • KB

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    I have a XLS file related to currency convertoer &
    also i have a XML file related to this

    so can u pl tell me ame with which application i can import this in XLS so that the currency can get automatically updated.?

    Reply

  • Ronald Voets

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    Hi KB,
    in the document I referred to, there’s no XLS for currency rates available. Easiest thing for you would probably be to use SQL data transformation tools to import your XLS into the right SQL table (Rates)

    Reply

  • Sander

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    Is it also possible to import general ledger bookings this way? With CSV we cannot do and this looks almost as easy.

    Reply

  • Ronald Voets

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    @Sander: general eldger bookings are not possible. if you want to import those, you can do that in Globe via menu path XML >>Financial Import >> Financial entries. Click on File and there you can choose to import via an XML format or via CSV format. More info on how the CSV should look like can be found in :
    http://www.exactsoftware.com/docs/DocView.aspx?Action=View&DocumentID={ac00c0cd-b07f-404a-8045-9f08a7ca9387}

    Reply

  • Sander

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    Hi Ronald, Thanks for the reply. As I understand the files make the import we can use to import in the manner you mentioned. I was wondering if there is an example of a macro which has creates xml as end result to import a General ledger booking with?

    Reply

  • Ronald Voets

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    Hi Sander,
    there is no such example available

    Reply

  • Louis

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    There are 2 documents that I can’t download; Importing Projects and ‘Code improvements importing & sign..
    Can you please make those available at a lower level ( I asume it has to do with rights). I am an Exact Partner.

    Reply

  • CP

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    When I import bank entries using xml, all the entries marked as reconciled in bank reconciliation statement. Is there a way to import as unreconciled entries? Thanks.

    Reply

  • Henk

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    We already import orders using csv. Is there also the posibility to import “Your Reference” in csv layout? Or else is there also the Exact-Excel-to-XML-Orders.xls available?

    Reply

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