Import and export examples
Excel examples for handling the Vertec COM interface
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 17.08.2007
Machine translated
Updated: 29.12.2022
|
Re-added generic address import
Basically, all entries in Vertec can also be entered from an external program and imported into Vertec via COM interface. In this article you will find some simple examples of such operations.
Import in vertec
For import templates, the process is started directly in the Excel template via macro. A Vertec version 6.0 or higher is required.
| Report | description |
|---|---|
| Servicesimport.xltm | Entry of services via Excel Example of an Excel list in which the services are entered and then entered collectively into Vertec. |
| Address Import | Generic address import via Excel of company contacts in Vertec. |
Export from vertec
The export template process is initiated by Vertec. The template can be selected in Vertec via the Print > Select Template menu or registered in Vertec.
| Report | description |
|---|---|
| Performance journalperiod.xltm | Performance list Runs on a project folder and lists the services and expenses of all projects in the list. |
| Project list.xltm | Project list Can be run anywhere in Vertec. Creates a list of all active projects with the sum of open services per project. |