Import data via Excel
The QUANTICAL.ERP import wizard - one Excel template with sheets for employees, projects, clients, rates, salaries and more.
Navigation: sidebar > Settings > Import
The import wizard brings existing data into the system in a structured way. The switch does not start from zero, and prior years stay comparable in reports.
What can be imported
The template is one Excel file with a sheet per data type: companies, clients, employees, projects, project assignments, budgets, hourly rates, work requirements, salaries, other payments, sick leave, carried-over vacation and vacation days. You only fill in the sheets you need.
Steps
Download the template
In the Import area via Download template.
Fill in and upload
Transfer your data into the sheets and upload the file via drag-and-drop. The wizard detects the filled sheets and walks you through them step by step.
Review and import
Before each sheet the wizard shows valid rows and validation errors. Rows with errors can be fixed and re-imported, individual sheets can be skipped. If a sheet references data that has not been imported yet, the wizard warns about missing dependencies.
Read the summary
At the end you get a report per sheet: imported, skipped duplicates, errors.
Import historical time bookings before your first month-end closing and before your first billing run. Bookings in already locked periods require an owner to unlock them.
Export
All data can be exported to Excel at any time, completely. There is no lock-in.