How to copy and paste data from Excel into SAP Business One

Many screens in SAP Business One can receive data from Excel using copy and paste, such as the rows in marketing documents, project management  and others.

Perhaps your customer emails you an order in tabular format? To populate the order into a marketing document, the Excel sheet need item numbers that match your data records, and the quantity of each item.

  1. In Excel, arrange your data in the same format as the SAP Business One document you are pasting into.Copy and paste data from an Excel sheet into a SAP Business One record
  2. Select and copy the cells in Excel.
  3. Select and paste into the appropriate field in SAP Business One.

Watch our 30 second video to see how easy it is!

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