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78 changes: 78 additions & 0 deletions docs/miscellaneous/clipboard-import.md
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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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