Move your Excel into Logo, seeing every row first.
iyibir Excel Trans moves customer, item and price records from your Excel into Logo Edge. The agent maps columns and explains errors; you check each row.
No card details · your Logo license is not touched
Highlights
- With a template or your own ExcelDownload the blank template for customer cards, item cards or price lists, or upload the Excel you already have as it is. Your mapping is kept as a template; a file with the same layout is mapped by itself next time.
- The agent maps the columnsAfter saved templates and header similarity, the agent maps the remaining columns to Logo fields and marks its proposals. A column left unmapped is clearly said not to be transferred.
- Errors in plain words, groupedRows with errors are marked; the agent gathers the errors into a few cards and proposes a bulk fix. It applies the fix only if you approve and never makes up a value.
- Check it on screenThe uploaded rows are split in a table into new, update, same and error. You correct a cell on screen and leave out the rows you do not want.
- Updated if it existsA customer or item card that is already in Logo is updated, not opened again. A row that does not change is marked “same” and is not written.
- Written with your approval, read backYou start the write with “Approve and write to Logo”. Every row written is read back from Logo; you download the result report and the failed rows as Excel.
Frequently asked
What is iyibir Excel Trans?
iyibir Excel Trans is an iyibir Cloud product that moves bulk records from Excel into Logo Edge. You upload the file, the columns are mapped to Logo fields, you check and correct the rows on screen; with your approval they are written to Logo and read back.
Which records can I transfer?
Customer and vendor cards, item cards, sales prices and purchase prices. Customer and item cards that already exist in Logo are updated; prices are added as new records.
Do I have to change my Excel's layout?
No. Whatever the names and order of the columns, the mapping is done on screen; the agent proposes the remaining columns and you approve. The mapping is saved as a template and reused next time.
Does the agent write to Logo by itself?
No. The agent maps, explains errors and proposes fixes; it never writes to Logo. You always start the write yourself.
How does Excel Trans connect to Logo?
Through iyibir Cloud's Logo connection, the iyibir PaaS Agent. The iyibir team installs it on your organization's server; it is managed from the iyibir Cloud panel.