Importing into Exact

This manual covers importing data into Exact Online 2024: importing an order, loading new supplier prices, and adjusting the cost price.

Importing an order

Follow the step-by-step guide for importing an Excel file into Exact Online: How to Import an Excel File in Exact Online.

Importing new supplier prices

The import file must contain the following columns:

• Price list number — a number that repeats. Use the purchase number column for this.
• SKU — the unique article code.
• Price — the new price, in the currency the supplier uses.
• Supplier's article code — the supplier number, shown next to the supplier's name in Exact.
• Start date of the new price — make sure it is in the past.
• Supplier code — look up the code in Exact first.
• Purchase unit — for now we use PC (piece) or set. This must match exactly what is in Exact.

Save the file as an Excel 97-2004 workbook.

Then import via:

Import/Export → CSV/Excel → Purchase Prices → Import → Excel 97-2003 → (file) → Sheet 1 → No → To a fixed value → Column 1 (value is then 1)

Select everything and import.

Adjusting the cost price

1. Export per article group.
2. Open the exported file and enter the following formula in the cost price column: =IF(I2="USD";E2;E2*1.1). This uses the price directly if it is in USD, and adds 10% if the purchase price is in EUR.
3. Copy the values and paste them as values only, so the formula is removed.