Module Imports from Excel - Revision history

Grandoc at 08:08, 5 February 2026

2026-02-05T08:08:49Z

← Older revision		Revision as of 08:08, 5 February 2026
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	(*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management.		(*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management.
	[[Category:~~Complementary Modules~~]]		[[Category:Complementary_modules]]
	__FORCETOC__		__FORCETOC__
	__INDEX__		__INDEX__

Mgribaudo at 10:14, 28 January 2026

2026-01-28T10:14:51Z

← Older revision		Revision as of 10:14, 28 January 2026
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	(*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management.		(*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management.
	[[Category:Complementary Modules]]		[[Category:Complementary Modules]]
			__FORCETOC__
			__INDEX__

Mgribaudo at 16:43, 27 January 2026

2026-01-27T16:43:09Z

← Older revision		Revision as of 16:43, 27 January 2026
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	It allows you to create rows for any document from an Excel spreadsheet		Component part of the [https://www.opigi.com/sito/doliwm-ecosystem/ DOLYWM – ECOSYSTEM project], allows you to create rows for any document from an Excel spreadsheet

	* of standard Dolibarr modules (Quotes, Orders, Invoices, etc.)		*of standard Dolibarr modules (Quotes, Orders, Invoices, etc.)
	* of external (by third-party) modules that require the use of rows (Advanced Warehouse Management, Advanced Shipments, etc.) (*)		of external (by third-party) modules that require the use of rows (Advanced Warehouse Management, Advanced Shipments, etc.) ()

	By creating specific references, which define which columns to use for individual pieces of information (Code, prices, etc.), you can use any Excel spreadsheet to create rows.		By creating specific references, which define which columns to use for individual pieces of information (Code, prices, etc.), you can use any Excel spreadsheet to create rows.
Line 8:		Line 8:
	The module’s functions also allow you to:		The module’s functions also allow you to:

	* Import Extrafields		*Import Extrafields
	* Use a column (or an Extrafield) to identify the product (e.g., the Part Number)		*Use a column (or an Extrafield) to identify the product (e.g., the Part Number)
	* Insert complex logic to identify the product (e.g., if column X contains the value “Y,” take the code from the first N characters of the code from column Z; otherwise, …)		*Insert complex logic to identify the product (e.g., if column X contains the value “Y,” take the code from the first N characters of the code from column Z; otherwise, …)
	* Insert complex logic to import rows		*Insert complex logic to import rows

	== Setup ==		==Setup==
	The following single setting is possible:		The following single setting is possible:

Line 20:		Line 20:
	Enter the list of such contexts in the field, separated by “,”		Enter the list of such contexts in the field, separated by “,”

	== Usage ==		==Usage==

	=== Reasons management ===		===Reasons management===
	The logic with which the various columns of the Excel spreadsheet are used to create rows can be defined in the reason codes.		The logic with which the various columns of the Excel spreadsheet are used to create rows can be defined in the reason codes.

Line 49:		Line 49:
	Finally, you can create a list of fields to:		Finally, you can create a list of fields to:

	* Import any extrafields into the rows		*Import any extrafields into the rows
	* Define a column (or extrafield) to be used to identify the product<br />		*Define a column (or extrafield) to be used to identify the product<br />

	The information to be used for this purpose is:		The information to be used for this purpose is:
Line 64:		Line 64:
	'''Extrafield:''' This defines whether the field is a “standard” column of the row or an extrafield		'''Extrafield:''' This defines whether the field is a “standard” column of the row or an extrafield

	=== Usage ===		===Usage===
	For a series of objects (customer/supplier proposals, customer/supplier orders, customer/supplier invoices, third-party objects), the [Import from Excel] button appears.		For a series of objects (customer/supplier proposals, customer/supplier orders, customer/supplier invoices, third-party objects), the [Import from Excel] button appears.

	When pressed, the following prompts appear:		When pressed, the following prompts appear:

	* Select the reason to use		*Select the reason to use
	* The Excel file to import		*The Excel file to import

	The rows will then be imported into the document		The rows will then be imported into the document

	== Hooks (for programmers) ==		==Hooks (for programmers)==
	The following hooks are available:		The following hooks are available:

	* '''ExcelAddLine''' for custom line creation		*'''ExcelAddLine''' for custom line creation
	* '''getExcelProductId''' to return a calculated item code (e.g., the code can be extracted from two different columns depending on a certain condition). The hook receives the reason and columns of the individual rows in the $parameters array and must return the product ID in the $productId variable.		*'''getExcelProductId''' to return a calculated item code (e.g., the code can be extracted from two different columns depending on a certain condition). The hook receives the reason and columns of the individual rows in the $parameters array and must return the product ID in the $productId variable.

	.		.
	(*) The module is integrated into the DoliWM Ecosystem Project, designed for complete Dolibarr warehouse management.		(*) The module is integrated into the [https://www.opigi.com/sito/doliwm-ecosystem/ DoliWM Ecosystem Project,] designed for complete Dolibarr warehouse management.
	[[Category:Complementary Modules]]		[[Category:Complementary Modules]]

Mgribaudo: Page created

2026-01-27T16:13:35Z

Page created

New page

It allows you to create rows for any document from an Excel spreadsheet

* of standard Dolibarr modules (Quotes, Orders, Invoices, etc.)
* of external (by third-party) modules that require the use of rows (Advanced Warehouse Management, Advanced Shipments, etc.) (*)

By creating specific references, which define which columns to use for individual pieces of information (Code, prices, etc.), you can use any Excel spreadsheet to create rows.

The module’s functions also allow you to:

* Import Extrafields
* Use a column (or an Extrafield) to identify the product (e.g., the Part Number)
* Insert complex logic to identify the product (e.g., if column X contains the value “Y,” take the code from the first N characters of the code from column Z; otherwise, …)
* Insert complex logic to import rows

== Setup ==
The following single setting is possible:

'''Other contexts:''' Allows you to enable the use of module functions for third-party modules as well.

Enter the list of such contexts in the field, separated by “,”

== Usage ==

=== Reasons management ===
The logic with which the various columns of the Excel spreadsheet are used to create rows can be defined in the reason codes.

For this purpose, a new item, '''''Reasons for Importing from Excel''''', is available in the “''Main Panel>>Settings''” menu.

The following fields are available for each reason code:

'''Title:''' This is the title associated with the reason.

'''Exclude first row:''' This allows you to ignore the first row of the Excel spreadsheet, as this is the title row.

'''Product column:''' This identifies the column containing the product code.

'''Description column:''' This identifies the column containing the row description.

'''Unit Price column:''' This identifies the column containing the unit price.

'''VAT column:''' This identifies the column containing the VAT rate.

'''Discount column:''' This identifies the column containing the discount.

'''Taxation column:''' This identifies the column containing the tax rate.

'''Lot colum''': identifies the column containing the lot code

Finally, you can create a list of fields to:

* Import any extrafields into the rows
* Define a column (or extrafield) to be used to identify the product<br />

The information to be used for this purpose is:

'''Field Name:''' This is the name of the field, or extrafield, to be used

'''Column:''' This is the column in the Excel spreadsheet from which to take the value

'''Key:''' This defines whether the extracted value is to be used as the key to uniquely identify the product.

If it is not the key, the extracted value will be inserted into the row for the defined field

'''Extrafield:''' This defines whether the field is a “standard” column of the row or an extrafield

=== Usage ===
For a series of objects (customer/supplier proposals, customer/supplier orders, customer/supplier invoices, third-party objects), the [Import from Excel] button appears.

When pressed, the following prompts appear:

* Select the reason to use
* The Excel file to import

The rows will then be imported into the document

== Hooks (for programmers) ==
The following hooks are available:

* '''ExcelAddLine''' for custom line creation
* '''getExcelProductId''' to return a calculated item code (e.g., the code can be extracted from two different columns depending on a certain condition). The hook receives the reason and columns of the individual rows in the $parameters array and must return the product ID in the $productId variable.

.
(*) The module is integrated into the DoliWM Ecosystem Project, designed for complete Dolibarr warehouse management.
[[Category:Complementary Modules]]