Copy and Paste Data into a Child Table
If you have a sequence of records stored in an Excel sheet that needs to be added to a Child Table in ERPNext, you can use the copy and paste feature instead of manually entering each row.
For example, if you have a list of Items in Excel, you can copy the data directly into the Items child table of a Sales Order.
Steps to Copy and Paste Records from Excel
- Prepare the source data in Microsoft Excel or any text editor, ensuring that each column is separated by a tab.
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- Case 1: If the first row contains column headers, ERPNext maps the data using those headers.
- Case 2: If there are no column headers, the data is mapped to the visible columns in the child table.Select the required rows and copy them using the Copy option or the keyboard shortcut Ctrl + C (Cmd + C on macOS).
- Click on the target field in the child table and paste the copied data.
Unlike importing data through a file upload, the copy-and-paste feature automatically triggers field change events, ensuring that dependent fields and calculations are updated.
Note: For optimal performance, paste no more than 100 records at a time.
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