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Download the import template or existing records

Task
Module
General
Menu path
Yönetim › Araçlar › Veri Aktarımı › <object> › Dışa Aktar (Administration › Tools › Data Import › <object> › Export)
Screen route
/erp/data-import/{key}?sekme=disa-aktar
Required permission
Nesnenin görme izni (ör. erp-inventory-warehouses.view)
Prerequisites
  • The object appears in the Veri Aktarımı (Data Import) list (you have view permission).

The template of every import object is downloaded from the system itself; no separate template is included in the package. The export of existing records is the same workbook as the template: you can download it, correct it and load it back directly.

Steps​

  1. Open the Yönetim › Araçlar › Veri Aktarımı (Administration › Tools › Data Import) screen. The list shows the objects in load order.
    Open screen/erp/data-importExpected: A table with the Sıra (Order), Nesne (Object), Alan (Area), Açıklama (Description), Yetki (Permission) columns
    Data Import — objects in load order
    1. 1Load order
    2. 2Click an object to open its import screen
    3. 3Import/export or export only
  2. In the Nesne (Object) column, click the name of the object you want to import (example: Depolar ve Lokasyonlar — Warehouses and Storage Locations).
    ClickDepolar ve LokasyonlarExpected: The object's import screen opens with the İçe Aktar (Import) tab
  3. Switch to the Dışa Aktar (Export) tab.
    OpenDışa AktarExpected: The Mevcut kayıtlar (Existing records) and Boş şablon (Empty template) sections
    Export tab — current records and blank template
    1. 1Current records — same book as the template
    2. 2Blank template — with sample rows
  4. To fill in from scratch, click Şablonu İndir (Download Template) in the Boş şablon (Empty template) section. The workbook contains all sheets with sample rows.
    ClickŞablonu İndirExpected: A <key>-sablon.xlsx file is downloaded (e.g. warehouses-sablon.xlsx)
  5. To correct existing records, click Dışa Aktar (Export) in the Mevcut kayıtlar (Existing records) section. The records are downloaded as the same workbook as the template.
    ClickDışa AktarExpected: A <key>.xlsx file is downloaded (e.g. warehouses.xlsx)
Result
The workbook is downloaded to your computer. After filling it in or correcting it, validate the workbook.

What you need to know​

  • In the template, all cells are written as text; leading zeros and codes are preserved. Delete the sample rows and enter your own records — if a sample row is left in, it is also validated and imported.
  • In the existing-records workbook, a row you do not touch counts as Değişmiyor (Unchanged) and changes no record. You are also free to keep only the rows and columns you want to change: a column that is not in the file does not change in the record.
  • Stok Açılışı (Opening Stock) is migration data: existing records are not exported; only the empty template is downloaded.
  • On the Ürün Aktarımı (Item Import) screen the buttons are Kart Listesini İndir (Download Record List; with the Durum (Status) and Gözden geçirme (Review) filters) and Şablonu İndir (Download Template); in İş Ortağı Aktarımı (Business Partner Import), Boş şablon (Empty template) and Mevcut kartları indir (Download existing records).
  • The meaning of the columns is on the Alan Kılavuzu (Field Guide) tab of the same screen and on the object pages of this documentation.