Import From Excel or SQL Database

Accountsoft Import From Excel or SQL Database

Introducing Accountsoft Import From Excel or SQL Database, a powerful AutoCount Plugin designed to streamline the data migration process with unparalleled efficiency and flexibility. Whether you're transitioning from legacy systems or integrating diverse database structures, this indispensable tool simplifies the task, saving you valuable time and resources.

Our Import From Excel or SQL Database plugin is meticulously crafted to replace tedious manual data entry, offering a seamless and error-free migration experience. With its comprehensive support for various transaction types, including A/R and A/P invoices, credit notes, payments, refunds, and sales transactions, it empowers users to effortlessly transfer critical data into AutoCount.

One of the standout features of Accountsoft's Import From Excel or SQL Database is its robust functionality for value conversion prior to import. This empowers users to customize and optimize data according to their specific requirements, ensuring smooth integration with AutoCount's data structures.

Furthermore, our plugin offers advanced mapping capabilities, enabling seamless alignment of data fields between source databases and AutoCount. With intuitive preview functionality, users can confidently review import results before finalizing the process, ensuring accuracy and consistency throughout.

Accountsoft's Import From Excel or SQL Database supports a wide range of file formats, including Excel (.xls, .xlsx) and CSV, as well as direct SQL database imports. This versatility allows for effortless data extraction and import from various sources, facilitating a smooth transition to AutoCount.

Moreover, our plugin simplifies the creation of multiple new debtors and facilitates batch conversions with just a single click, enhancing efficiency and productivity.

Experience the power of streamlined data migration with Accountsoft's Import From Excel or SQL Database plugin, your trusted partner for seamless integration and unparalleled convenience. Unlock new possibilities for data management and take your AutoCount experience to new heights.

Why Accountsoft Import From Excel or SQL Database?

Seamless Migration: Effortlessly transition from legacy systems to AutoCount with our intuitive plugin, eliminating the need for manual data entry and ensuring a smooth migration process.

Comprehensive Transaction Support: With support for a wide range of transaction types including A/R and A/P invoices, credit notes, payments, refunds, and sales transactions, our plugin covers all your data migration needs.

Advanced Value Conversion: Customize and optimize data before import with powerful value conversion capabilities, allowing you to tailor data to fit AutoCount's requirements and ensure accuracy.

Intuitive Mapping: Easily align data fields between source databases and AutoCount using our intuitive mapping functionality, ensuring seamless integration and consistent data formatting.

Preview Functionality: Review import results before finalizing the process with intuitive preview functionality, giving you confidence in the accuracy and integrity of your data.

Versatile File Format Support: Import data from a variety of file formats including Excel (.xls, .xlsx) and CSV, as well as direct SQL database imports, providing flexibility and convenience.

Efficient Batch Operations: Simplify the creation of multiple new debtors and perform batch conversions with just a single click, enhancing efficiency and productivity.

Enhanced Data Management: Experience the power of streamlined data migration with Accountsoft's Import From Excel or SQL Database plugin. Unlock new possibilities for data management and take your AutoCount experience to new heights.

Release2.18 (10/08/2020)
- Knock Off Date set to DateTime.Now.Date if Knock Off Date is earlier than Knock Off Invoice's Date (Reason: Error: unable to import RV earlier than inv date)

Release 2.19 (12/08/2020)
- Add SubTotal into SACN
- When Import SACN, if SubTotal is not blank then Get Unit Price & Qty to calculate SubTotal, else Get Qty and SubTotal to calculate UnitPrice 

Release 2.20 (24/03/2021)
- Add Import Sales Order (Only for Excel)
- Allow to add UDF & UDFDTL

AutoCount 2.2

Release 22.1.4
[Import From Excel]
- Add Purchase Invoice tab.

Release 22.1.5 (10/06/2025)
[Import From Excel]
- Fixed error column when inquiry Purchase Invoice.
- Fixed wrong validation message.

Release 22.1.6
[Database Maintenance]
- Added a new tab called "Sales DN".

Release 22.1.7
[Import from Excel]
- Added a new tab called "Sales DN".

Release 22.1.8
[Import from SQL]
- Added a new tab called "Sales DN".

Release 22.2.1
[Database Maintenance]
- Fixed grid missing Import SDN.
- Fixed AR Invoice and AR Refund labels missing; reimplemented Sales DN tab.
- Sales DN now saves the taxable amount and tax rate.
- Sales IV now saves the Ship Via field.
- Added DN Type for the Sales DN.
- Sales DN "Amount" changed to "Subtotal" to avoid confusion.
- Added "Remark 1", "Remark 2", "Remark 3", "Remark 4" to Sales IV, Sales CN and Sales DN.

[Import From Excel]
- Shows status of duplicate document number for Sales DN.
- An error box now pops up if trying to import while there are status errors.

[Import From SQL]
- Shows status of duplicate document number for Sales DN.
- An error box now pops up if trying to import while there are status errors.

Release 22.2.2
[Database Maintenance]
- Added Creditor, Cash Receipt and Cash Payment to the main grid list and new/edit forms.
- The Creditor SQL query does not require Date values.

[Import From Excel]
- Fixed when not importing a row, then it will not interfere with the import process even if it has an error.
- Fixed Sales Invoice not showing Ship Via.
- Fixed Sales Invoice, Sales CN and Sales CN not showing Remark 1-4.
- Fixed an error that prevents Sales CN from importing.
- Fixed Sales DN not showing DN Type.
- Added Creditor, Cash Receipt and Cash Payment with Master table, Detail table (Master-Detail) and Payment table (Master-Payment).
- Fixed CSV reader not being able to read product code, document number or generally anything with both numbers and letters in them, but Excel files can.
- Fixed rounding issue for discount amount.

[Import From SQL]
- Fixed when not importing a row, then it will not interfere with the import process even if it has an error.
- Fixed Sales Invoice not showing Ship Via.
- Fixed Sales Invoice, Sales CN and Sales CN not showing Remark 1-4.
- Fixed Sales DN not showing DN Type.
- Fixed Sales Invoice and Sales CN profiles not being able to be selected when the database maintenance has them.
- Added Creditor, Cash Receipt and Cash Payment with Master table, Detail table (Master-Detail) and Payment table (Master-Payment).

Release 22.2.3
[Database Maintenance]
- Added Purchase Order Tab to grid listing, new and edit forms.
- Fixed Sales DN, Creditor, Cash Receipt and Cash Payment check query button not interacting properly on changing file type during edit/creating new profile.

[Import From Excel]
- Changed the way Excel and CSV reading files. It no longer generates a "schema.ini" file in the source Excel/CSV but can still read alphanumeric data within the Excel column even if the first/last rows are numbers.
- Fixed Creditor showing the row already exists error.
- Fixed Creditor to show what field names in the database maintenance don't have a mapping value.
- Fixed Creditor to not allow the user to change the parent account and company name.
- Fixed Creditor Acc No to check based on the entire GL Mast table instead of just checking for other Creditors only.

[Import From SQL]
- Fixed Creditor to not allow the user to change the parent account and company name.
- Fixed Creditor Acc No to check based on the entire GL Mast table instead of just checking for other Creditors only.
- Fixed Sales Invoice "Shipping Method does not belong to table" error.
- Fixed Sales CN "Total Tax" error.

Release 22.2.4
[Import From Excel]
- Removed the "Cancelled" column from the inquiry grid.
- Fixed a bug where if the database maintenance has an empty mapping value for a field name, it will cause an error when inquiring for Sales DN, Creditor, Cash Receipt and Cash Payment.
- Fixed Cash Receipt and Cash Payment issue of throwing an error when trying to import multiple rows with the same document number but still works correctly.
- Cash Receipt and Cash Payment: Both of their detail tables are set to be viewable only.
- Fixed Cash Payment missing Pay To value on importing.

[Import From SQL]
- Removed the "Cancelled" column from the inquiry grid.
- Fixed Purchase Order "Uncheck All" and "Check Selection" buttons not working previously.
- Fixed a bug where if the database maintenance has an empty mapping value for a field name, it will cause an error when inquiring for Sales DN, Creditor, Cash Receipt and Cash Payment.
- Fixed the Creditor "Check All", "Uncheck All" and "Check Selection" buttons not working previously.
- The Creditor Account Number column is no longer editable.
- Fixed the Cash Receipt and Cash Payment issue of throwing an error when trying to import multiple rows with the same document number but still works correctly.
- Cash Receipt and Cash Payment: Both of their detail tables are set to be viewable only.
- Fixed Cash Payment missing Pay To value on importing.

Release 22.2.5
[Import from Excel]
- Creditor inquiry now validates against account numbers in both the "Creditor" and "Debtor" tables of the database (previously only "Creditor").
- Fixed "Check Selection" for Sales DN and Debtor not working properly previously.
- All the tables in the inquiry are viewable only.

[Import from SQL]
- Creditor inquiry now validates against account numbers in both the "Creditor" and "Debtor" tables of the database (previously only "Creditor").
- All the tables in the inquiry are viewable only.
- Fixed the issue of purchase invoice and purchase order, when importing multiple rows of the same document number, it shows an error despite importing correctly.
- Fixed issue where the creditor inquiry table does not fully clear when no longer importing it after it has been imported once.

Release 22.3.0
[Database Maintenance]
- NEW Added new Stock Transfer, Stock Adjustment, Stock Receive, Stock Issue tabs.
- Mapping value length increased.

[Import from Excel]
- NEW Added new Stock Transfer, Stock Adjustment, Stock Receive, Stock Issue tabs.
- Fixed checkboxes not being able to be selected; other columns are viewable only.
- Reimplemented CSV reading method. CSV should be able to use queries. CSV can read values with commas correctly. CSV will also be able to read header values that contain spaces.

[Import from SQL]
- NEW Added Stock Transfer, Stock Adjustment, Stock Receive, Stock Issue tabs.
- Fixed Sales DN is not displaying 'Ref' to the inquiry table.

Release 22.3.1
[Import from Excel]
- Fixed an issue that caused CSV queries using '?' in their parameter to not work properly.
- CSV queries need to recast the data if used in the right type when using in clauses such as the WHERE clause.
Old query: SELECT [some_column] FROM [@filename] WHERE [date_column] BETWEEN ? AND ?
New query: SELECT [some_column] FROM [@filename] WHERE CDATE([date_column]) BETWEEN ? AND ?
- 'Stock Transfer', 'Stock Adjustment', 'Stock Receive' and 'Stock Issue' now support decimal quantities.

[Import from SQL]
- 'Stock Transfer', 'Stock Adjustment', 'Stock Receive' and 'Stock Issue' now support decimal quantities.

Release 22.3.2
[Import from Excel]
- Sales Invoice added validation when the Ship Via is empty.
- Stock documents duplicate document number error was changed, now validates if the location is empty, now validates the item's UOM, and now validates if the item-UOM pair exists.

[Import from SQL]
- Sales Invoice added validation when Ship Via is empty.
- Stock Receive location column is now viewable only.
- Stock Issue "Uncheck All" and "Check Selection" now work properly.
- Stock documents duplicate document number error was changed, now validates if the location is empty, now validates the item's UOM, and now validates if the item-UOM pair exists.

Release 22.3.3
[Import from Excel]
- Stock documents Master tables now properly show all errors from their detail tables.

[Import from SQL]
- Stock documents Master tables now properly show all errors from their detail tables.

Release 22.4.0
- NEW Added "Branch Code" column for "Sales Invoice" tables for all import types.

Release 22.4.1
[Import from Excel and Import from SQL]
- Fixed "Branch Code" column changed to "View-Only" status.

[Import from Excel]
- Fixed and removed unnecessary error message.

Release 22.4.2
[Import from Excel and Import from SQL]
- Removed "ShipVia" column validation.

Release 22.4.3
[Import From SQL]
- Fixed Purchase Invoice document data cannot be inquiry.

Release 22.5.0
[Database Maintenance]
- NEW Added a Delivery Order tab to support Delivery Order queries and mapping.

[Import From Excel]
- NEW Added a Delivery Order tab and function to import Delivery Order.

Release 22.5.1 (27/11/2025)
[Database Maintenance]
- Fixed an issue where the Import DO checkbox was not displayed.
- Fixed an issue where the field names ShipInfo, SalesLocation, DebtorName, BatchNo, MultiPrice and DeliveryDate were missing from the mapping configuration.

[Import From Excel]
- Fixed bug for missing Quantity data.
- Combined all address into one column data.