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Import Business Partner Data from Excel

There are many options to upload data to SAP Business One, you can use Copy Table feature, use Data Transfer Workbench, and also use Microsoft Excel.

It will be easier if you using Microsoft Excel, that because you must be already have a prepared data on excel format (.XLS or .XLSX), right? You don’t need to make another format for upload process to SAP Business One.

This is how to do:

  1. Make sure that your data on all column already sorted correctly
  2. You can’t use any header, so delete it first.
  3. That will be better if your excel format is .TXT (text file)
  4. Then, logon to SAP Business One
  5. Choose menu Administration > Data Import/Export

  6. Choose Data Import > Import from Excel
  7. On Import from Excel window, choose Data Type to Import: Business Partner
    Select your file from browse button.
  8. Choose and match your column position from your file with column in object
    On your .xls file, you have 2 columns, Column A filled with BP Code, and Column B filled with BP Name.
  9. Choose your Import Method, you can choose base on your own preference, commonly, a lot of people use “Add New Records and Update Existing Records“.
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