Load data

If you have a lot of data you want to load into Uniconta, you can do this under Tools/Data/Load data. The data that can be imported is all unposted data. This means that you cannot import booked postings and booked invoices. You can, for example, import new item numbers, a customer list and the like. It is also possible to use the Load data function to update existing values. For example, if you have a file with new item names, you can update the item names of your items in Uniconta using the Load data function, as long as the file contains item numbers similar to those in Uniconta, as the item number is the 'key' and you choose to update instead of creating in You can load data in all tables listed in the table overview in Load data. Note! It is possible to load CSV files via Load data. TIP! It is possible to create a file with headings that can be used to specify fields for the import so that you have the correct headings/names for the fields.

Load data

• Select Tools/Data/Load data
• Select the table you want to import data into. In the red box below, you can search for the table by starting to enter the table name.TIP! If you don't know the table name you want to import to, open the screen where you want to import the data to and press F12 and the directory and table name will appear in a small prompt.
• Select the Import button and the following window will appear. Specify where the different data is located in the file. I.e. if you have a CSV file with Account number;Account name;Account type then you need to enter 1,2 and 3 as field positions respectively.
• Select the Browse button to the right of the Select file field and point to the file with the data (the file must not be opened). If the file contains headings, type 1 in the Skip lines field if there is one heading line in the file.
• Select the Load file button
• The data is first loaded to a temporary list from which it is possible to edit, correct and/or delete the data in the list before importing or updating your existing data with the imported values.

• Check your data by selecting the Check create or Check update button depending on whether you want to import new data or update existing data.
• Once the data has been validated, select either the Create, Update or Create or Update button .

Importing notes

If you want to import notes, the "Table-Id" must appear first in the import file.

Buttons on the tape for importing the file

Below is a description of the buttons on the ribbon in the screen where field positions etc. are selected.

Button	Button description
Cancel	Closing the tab
Load positions	Loads field positions from a previously saved position file
Save positions	Saves the selected field positions in a csv file to use for import via Load positions
Generate positions	Automatically sets column numbers for the fields to be loaded into. This requires the data to be loaded to be in the same position in the CSV file.
Set field value	Here you can set a fixed value or generate a script that can set up a calculation expression.
Create file with headings	This creates a header file that can be used to create your own import file.
Load file	Loads the selected file, which - via the Browse button - is selected in "Select file"

Buttons on the ribbon for import/update data

Below is a description of the buttons on the ribbon in the screen where the data is displayed before creation/update.

Button	Button description
Add record	Add a record manually and fill in the relevant data to create or update an existing record
Delete record	Delete an entry from the import that should not be included in the update
Delete all records	Delete multiple records at once from the overview, for example by filtering on the records and selecting this button.
Add or edit column	Add a missing column or edit the value of an existing one before updating
Merge parent table
Check create	Checks if data is valid and ready to be created.
Create	Creates and saves data in the selected table.
Check update	Checks if data is valid and ready to be updated.
Refresh	Updates existing data and saves it in the selected table.
Create or update	Creates new data and updates existing data in the selected table.
Cancel	Closing the tab