Scenario 1: Importing coding rows to an invoice that has no coding rows.

 

1. To upload coding data from an Excel spreadsheet into an invoice, please ensure the format of the fields in the Excel file matches the structure of the coding row in Basware.

2. To get the Excel sheet with correct format, add a new coding row in the invoice by clicking on "Add first coding row" option.

3. A new coding row is created, now export this data by clicking the three dots (⋮) and selecting "Export to Excel option" to get the excel file that matches the structure and format of the coding rows in Basware.

 

4. Once the excel is exported, enter your coding data into the Excel file and you can delete the earlier added coding row.

5. Now upload the excel by clicking the three dots (⋮) and selecting "Import coding from Excel". System checks that the uploaded Excel file is valid and that its size is less than 5 MB. The coding data will then be updated accordingly. 

 

 

Scenario 2: Importing coding rows to an invoice that has coding rows.

 

1. To upload coding data from an Excel spreadsheet into an invoice that already has coding rows, first export the existing data by clicking the three dots (⋮) and selecting the "Export to Excel" option. This will provide you with an Excel file containing the current coding rows.

2. Once exported, enter the new coding data into the Excel file as needed.

3. To upload the Excel file, click the three dots (⋮) and select "Import Coding from Excel." The system will validate the file format and ensure its size is less than 5 MB. Since at least one coding row already exists, a dialog box will appear with two options. Select the desired option and click Import.

4. The coding data will then be updated accordingly.