How to Import Jobs from Excel to WinServe

For those firms that receive orders from their clients in CSV files or excel files, we have a solution to quickly import those orders into our system. 

With a basic level of knowledge of microsoft Excel and your system, you can save hours of input time setting up new jobs.

The first step is to get your customer to provide a list of orders in a proper format. That format should include column headers in the first row so you can align our software to the spreadsheet.

You must save the spreadsheet in old microsoft excel format (2003).

Then you can fire up our import tool in the batch menu of winserveplus

Then select your excel file. Once selected you need to configure the spreadsheet with the following screen:

click the new button to setup your profile:

Enter the name of the profile (often the customer name). Then hit the drop down list to match columns with fields in our system:

And one address:

The required columns for importing an order into winserveplus (process include):

 

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