Templates for data import

This is useful for example when moving data to Regla from other systems.

You can use the templates we provide from Manuals and User settings but you can also build up your own excel file.
You can find the Manuals and User settings in regla by hover over your name/companies name in the top right

NOTE that it is very important to enter the data correctly into the templates and save it on the computer, before importing the file.

When you have finished with the templates you can begin importing the data.

Importing data:

1. Go to Admin > File administration > Import
2. Choose the type of file you are importing 
3. Click the Choose file and find the desired file 
4. Check the File contains header if the header in the template should be included
5. NOTE that you may delete the header from the template (which is the first line in the template) but you may ABSOLUTELY NOT delete columns from the template
6. If there are some columns in the template that do not apply, just leave them empty
7. If you are importing the Customers data and want to update existing customers, check the Update existing customers box
8. For the File delimiter, it should usually be a semicolon however, if the computer's basic settings are different  you can try using a "comma" as a delimiter