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Import / export data
Updated over 2 weeks ago

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:

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

  1. Go to the Settings menu.

  2. Select Import.

  3. Choose the type of data to import: Categories, Items, or Clients.

  4. Drag and drop the file into the import window (for .csv files, specify the delimiter).

  5. Match the fields to the corresponding columns from the file in the mapping screen.

  6. 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

centimeter

Mètre cube

cubic_meter

Gramme

gram

Forfaitaire

inclusive

Kilogramme

kilogram

Tonne

ton

Kilomètre

kilometer

Litre

liter

Mètre

meter

Milliltre

milliliter

Mètre linéaire

linear_meter

Mètre carré

square_meter

Unitaire

unitary

Pourcentage

percent

Heure

hour

Jour

day

Semaine

week

Mois

month

Année

year

Export Data

The export of categories, items, and clients is available in .csv and .xls formats.

Export Process

  1. Go to the Settings menu and select Export.

  2. Choose the type of data to export.

  3. Click Download to obtain the file.

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