Turn Excel sheets into XML files for import into Exact Globe

Posted on 07. Oct, 2009 by Ronald Voets 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.

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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Tags: Exact Globe, Excel, import, xml

11 Responses to “Turn Excel sheets into XML files for import into Exact Globe”

Scott Leete

14. Oct, 2009

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?

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KB

25. May, 2010

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.?

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Ronald Voets

25. May, 2010

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)

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Sander

26. May, 2010

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

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Ronald Voets

27. May, 2010

@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}

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Sander

11. Jun, 2010

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?

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Ronald Voets

12. Jun, 2010

Hi Sander,
there is no such example available

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Louis

07. Jul, 2011

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.

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CP

06. Sep, 2011

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.

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Henk

07. Oct, 2011

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?

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Ronald Voets

07. Oct, 2011

@Henik: all the fields you can import using CSV are described here:
http://www.exactsoftware.com/docs/DocView.aspx?DocumentID={3f9942d5-4237-4788-9368-dbbbdbb8270c}

There’s no Exact-Excel-to-XML-Orders.xls available.

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