If you have a sequence of records saved in an excel sheet, that need to be mapped into a Child Table in BizCentric, the same can be done using this feature.

Let’s say, you have a list of items saved in an Excel sheet, and you need to copy the same to the ‘Items’ Child Table in the Sales Order.

Steps to Copy Paste records from excel.

1. Organize the source data in Excel or a text editor, ensuring each column is separated by a tab.
2. Select the records by dragging over them, then click the copy menu button or use Ctrl + C (Cmd + C) for:

Case 1: The first column of the Excel sheet should contain the column header and its corresponding contents.

Case 2: If there’s no specified column header, the data will be mapped to the visible columns.

1. Position the cursor in the target input field of the child table and paste the data. Unlike the import via upload file feature, this copy and paste functionality will automatically trigger field change events.

For performance consideration, you should only paste less than or equal to 100 records at a time.