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--- public:tutorials:using_the_master_entry_excel_for_importing_data [2012/08/22 16:09] – created dave
+++ public:tutorials:using_the_master_entry_excel_for_importing_data [2025/05/22 21:53] (current) – external edit 127.0.0.1
@@ Line 7: / Line 7: @@
   * {{:public:tutorials:sqexceldata.xlsm.zip|SQExcelData.xlsm.zip for Excel 2007 or later}}
   * {{:public:tutorials:sqexceldata.xls.zip|SQExcelData.xls.zip for Excel 2003 or earlier}}
+=====Instructions=====
+  - Open the Excel file and fill in as much data as possible.  The only column that must be filled is Column A ("ModelNumber").  The fields are directly related to the fields on the Master Entry Sheet in Speed-Quote.
+  - When the excel is filled, select the rows of data you want to export by clicking/shift-clicking on the row numbers and then run the "ExportToSpeedQuote" macro.  How you access the macro will depend on which version of excel you are running.  Please check the Excel help system for more instructions.\\ {{:public:tutorials:excel_xml_selectrows.jpg|}}
+  - You will be asked what you would like the database to be called in Speed-Quote.\\  {{:public:tutorials:excel_xml_dbname.jpg|}}
+  - Select a place to save the XML file on your computer and the file will be exported.  If you have problems please contact [[mailto:[email protected]|SpeedQuote Tech Support email]]
+  - To import the XML file please see our online help at:
+    * [[http://www.apptastic.com/manual/databasemanagement.htm|Database Management Overview]] and
+    * [[http://www.apptastic.com/manual/importmasterdatafromxml.htm|Import Master Data From XML]]