Importing and exporting data simplifies information management in Fact. With these tools, it becomes easy to quickly add new data, update existing records, or extract information for analysis. These processes streamline administrative tasks and save significant time, especially when handling large volumes of data.
Fact allows the import and export of the following types of data:
Categories
Items
Clients (see dedicated article) [link]
Invoices and credit notes (see the dedicated article)
Importing Data
Accepted File Formats
Supported formats: .xlsx, .csv, and .ods.
The imported file must contain a header row with column names.
The number of rows is limited to 2000 per file.
Key points to note:
The column order in the file does not matter.
Extra columns are ignored.
Some values must follow specific formats (see the Import Template and Specificities section).
For accented characters, the .xlsx format is recommended.
Tips:
Import templates are available in the interface for each type of data.
Each category, item, and client must have a unique reference.
Import Process
Go to the Settings menu.
Select Import.
Choose the type of data to import: Categories, Items, or Clients.
Drag and drop the file into the import window (for .csv files, specify the delimiter).
Match the fields to the corresponding columns from the file in the mapping screen.
Click Import to validate.
Once the import is complete:
A summary screen appears with a recap of the imported data, including:
The total number of processed rows.
Successfully imported rows and rows with errors.
A detailed table of errors by row and column.
This summary helps quickly identify any necessary corrections to the file for re-importing.
Important :
Import categories before items to correctly reference categories in the items.
If a category, item, or client already exists, its data will be updated during the import.
Import template and specificities
Import templates are availables in import window (.xlsx, .csv, .ods) :
Decimals
In columns containing amounts (amounts, VAT rates, quantities, and discounts), the comma is replaced with a dot as the decimal separator.
Specifics for .xlsx files
For fields containing a sequence of digits (e.g., phone number, SIRET, postal code), add an apostrophe (’) before the value to force text formatting.
Item-specific Fields
For the "unit" field, use the following values:
Label | Value to enter |
Centimètre |
|
Mètre cube |
|
Gramme |
|
Forfaitaire |
|
Kilogramme |
|
Tonne |
|
Kilomètre |
|
Litre |
|
Mètre |
|
Milliltre |
|
Mètre linéaire |
|
Mètre carré |
|
Unitaire |
|
Pourcentage |
|
Heure |
|
Jour |
|
Semaine |
|
Mois |
|
Année |
|
Export Data
The export of categories, items, and clients is available in .csv and .xls formats.
Export Process
Go to the Settings menu and select Export.
Choose the type of data to export.
Click Download to obtain the file.
