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How to import data from an Excel file to Nex
How to import data from an Excel file to Nex
Eitan Cohen avatar
Written by Eitan Cohen
Updated over a week ago

It is important that the Excel file must be in CSV format. (Comma-separated) and must not contain any internal formatting (Color, formulas, linked data).

  1. Go to your Nexerv and go to the 1. Database tab.

  2. Select the Import Data option.

  3. Click on the Import Data button.

  4. In File, browse and select the Excel file on your computer.

  5. Select the type of information you want to import from Products, Customers, Providers.

  6. Match the source fields 'from' and 'destination'.

  7. Click on Next.

  8. Check the configuration options you want and click on Next.

  9. The system will perform a backup, click on accept, then click on Ok and wait for the process to finish, finally click on Ok.

  10. Once the Import procedure is completed, open your Nex Admin.

  11. Go to the PRODUCTS tab, click on SHOW: ALL PRODUCTS then select TOOLS, and click on REPROCESS STOCK.

Done! You have imported the data from Excel to Nex.

Tip: If you want to go back to the settings and information you had before importing the data, you can restore the backup that the system made, click here to access the tutorial.

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