Speed-Quote WIKI

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======Excel xlam add-in for XML Export======

====Email text for Add-In for Excel 2007====

I've attached an excel 2007/2010 Add-In that you can use to export the data from excel into xml files that Speed-Quote can read.  Here are the instructions:

Unzip the files that are attached to this email and save it somewhere that you will remember.  It contains the Add-In ".xlam", as well as a sample Excel file that you had sent me earlier.

__To Register the Add-In with Excel__

  - Open Excel
  - Click the Microsoft Office Button in the top-left corner and then click Excel Options.
  - Click the Add-Ins category on the left hand side of the window.
  - In the Manage box, select Excel Add-ins, and then click Go.
  - In the Add-Ins box that pops up, click Browse and find the ".xlam" file that you had previously unzipped.  Select the file and click OK. Make sure that the Add-in name ("SQ-xxxx") is checked in the Add-Ins popup box and then press OK.
  - If everything has gone correctly you should now see a "Speed Quote" tab at the end of your Excel Ribbon Control (top of the screen).

__To Use the Excel Add-In__

  - The Speed Quote tab will contain 1 button, "Export SQ XML".
  - Open a excel data file formatted the same as the example file you sent to be converted.
  - Select all of the rows that contain data by clicking and/or shift-clicking on the row numbers. Do not select the first header row.
  - Click the "Export SQ XML" button in the Speed Quote tab. 
  - Excel will ask you for the name of the SpeedQuote Database to import the products into.  This is the name of the database as it appears in Speed-Quote
  - Excel will ask you for a filename to save the xml into.  
  - Excel will export the data to that filename and show "Export Complete" in the status bar on the bottom of Excel when finished.

__Importing the XML files into Speed-Quote__

  - Start Speed-Quote & go to the Master Entry Sheet
  - Open the "Database Management" screen using the icon that looks like a file cabinet.
  - Click anywhere on the white section and select "Load Database -> Import Master Data from XML -> All Products".
  - Speed-Quote will ask for an xml file to load.  Select one of the xml files you exported out of Excel and press OK.


These may seem like a lot of instructions, but once you've done it a few times it will become very simple.

Please let me know if you are having any problems or need any changes.