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   Import models with Excel files

What does this add-on do?

Sage X3 Automations, to make the most of your system and optimize your time.
This add-on developed by F5IT adds a functionality that allows the import of Excel files (.xsl or .xlsx) into Sage X3, without the need for prior conversion to .csv. 

The goal is to facilitate the integration of information into Sage X3, without the need to convert the information into a text format. 

Specifications of this add-on:

Sage X3 Automations, to make the most of your system and optimize your time.
The YIMPEXCEL script code was developed to allow the import of Excel files (.xsl or .xlsx) into Sage X3, without the need for prior conversion to .csv.  
 
In order for this to be possible, the following implementations must be made: 
  • Installation of the provided Sage X3 patch. 
  • Addition of the F5IT value in the miscellaneous table 901 - Chapters for parameters. 
  • Addition of the EXCEL value in the miscellaneous table 903 - Parameter group. 
  • Definition of the value of the parameter YEXCHEADER - Excel import header. 
  • Creation of the YIMPEXCEL trt 
  • For normal imports, creation of the SPE trt for the import action TRTIMPOBJ (ex: XYTRTIMPOBJ) and in this treatment call the tag YIMPORT_EXCEL in the CONTROL action. 
  • For imports by Table/Setup, creation of the SPE trt for the import action V3 TRTIMPV3 (ex: XY TRTIMPV3) and in this treatment call the tag YIMPORT_SETUP_EXCEL in the EXEC action. 
 
NOTE 

A check has been added to the global variable YF5IT_EXCEL, if this variable is declared Sage X3 will ignore the parameter and assume the value of the variable. 
This allows for the desired behavior to be forced depending on the SPE development. 

Get to know more tips to increase the efficiency of your day-to-day with Sage X3.

Visit our page of Tips F5IT

ADD ONS

F5IT offers a range of verticals and add-ons for Sage X3 that make your business's daily tasks easier.  

Click here to learn more about our offerings!
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geral@f5it.pt
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