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+---
+title: Clipboard Import
+description: A guide about clipboard import for SQL Account
+slug: /miscellaneous/clipboard-import
+tags: ["SQL Account", 'Import']
+form_name: TfmClipboardImport
+---
+
+Clipboard Import allows users to import master and transaction data by simply copy and paste from Excel. It supports both inserting new records and updating existing ones.
+
+## Prerequisite
+
+1. [Download Excel Template](#download-excel-template)
+2. [Maintain Master Data](#maintain-master-data)
+
+### Download Excel Template
+
+Click this link: [Template](https://cdn.sql.com.my/wp-content/uploads/2025/06/SQLAcc-ImportClipboard.xlsx)
+
+### Maintain Master Data
+
+Go to **Tools** and maintain all necessary tables required for a smooth import process. For example, when importing Sales Invoices with agent field, you must first set up these entries in **Maintain Agent**. Otherwise, the import will fail with errors.
+
+![1](../../static/img/miscellaneous/clipboard-import/1.png)
+
+:::tip
+Always import **Master Data** first, then import **Transactions**.
+:::
+
+## About Excel Template
+
+1. In the Excel, there are *tabs* at the bottom. Each tab is named according to which table it should be imported into. 
+
+    ![2](../../static/img/miscellaneous/clipboard-import/2.png)
+
+2. The first row is field name and number inside the bracket is the field size. Field that starts with '_' (underscore) represents the detail table.
+
+    ![3](../../static/img/miscellaneous/clipboard-import/3.png)
+
+    :::warning
+    Do not modify the field name. Modifying them may result in import errors.
+    :::
+
+## Import Steps
+
+1. Select and **Copy (Ctrl + C)** the table in Excel, including with field name
+
+    ![4](../../static/img/miscellaneous/clipboard-import/4.png)
+
+2. Go to **File** > **Import** > **More Import** and select the table
+
+    ![5](../../static/img/miscellaneous/clipboard-import/5.png)
+
+3. Click **Paste from Clipboard**
+
+    ![6](../../static/img/miscellaneous/clipboard-import/6.png)
+
+4. **Validate** the imported data
+
+    ![7](../../static/img/miscellaneous/clipboard-import/7.png)
+
+5. The status will show **New**, **Update** or **Error**
+
+    ![8](../../static/img/miscellaneous/clipboard-import/8.png)
+
+    :::info
+    **New**: Inserts master and detail records. <br/>
+    **Update**: Udpates the master table and appends the detail records. <br/>
+    **Error**: You can directly **edit** the grid then **Select All** and click **Validate** again.
+    :::
+
+6. Click **Import**
+
+    :::warning
+    During the import process, it is advisable to wait patiently until the import is complete. Performing other actions may cause the application to become unresponsive
+    :::
+
+    ![9](../../static/img/miscellaneous/clipboard-import/9.png)
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