VIBE PRODUCT
Transfer invoices, dispatch notes, financial slips and master data from Excel to Logo. Use VibeTrans 360 to map the spreadsheet columns, check the prepared records and follow the outcome of each transfer.
Discuss your import requirementsExcel files received by accounting and operations teams may require another round of data entry in Logo. VibeTrans 360 supports bulk invoice and slip entry, initial master data imports and recurring files with the same structure. The starting point is identifying which Logo records and fields the spreadsheet data belongs to.
Import purchase invoices, sales invoices, purchase dispatch notes and sales dispatch notes. Excel rows belonging to the same document are grouped together, preparing the document header and its transaction lines.
The scope includes bank transactions, accounts receivable and payable slips, cash transactions, general ledger slips and material slips. Import and export operation slips can also be transferred using their respective record structures.
Import customer and supplier accounts, material cards, banks, bank accounts, cash accounts, general ledger accounts, projects and payment plans. Each Excel row is prepared as a separate master data record or definition.
WORKFLOW
Select the record type, then open your Excel files. Check the field mapping and prepared records before starting the transfer. Review each record’s outcome when the transfer is complete.
Edit the suggested column mappings and supply fixed values for fields missing from the file. Mappings are saved by company, period and record type. For invoice imports, you can also match the spreadsheet’s customer and material codes to their Logo equivalents.
The preview shows prepared records, line counts, errors and warnings. Invoice checks cover fields such as document number, customer code, date, material code, quantity and unit. Differences between line totals and the invoice amount appear as warnings. The checks depend on the record type.
Review successful, skipped and failed records in the transfer history. The source file, Logo reference and result message appear together, with error details available for failed records. Export the session’s results as a CSV file.
Use .xlsx or .xls files; multiple files can be selected. Column headers must be in the first row and the data to import in the first worksheet. Field mapping follows the selected record type and the columns in your file.
The default transfer option checks both successful transfer history and existing Logo records, skipping records it finds. Other transfer options can change this behaviour. Check the selected option and previous results before resending records.
VibeTrans 360 runs on Windows and connects through Logo Objects REST Service. We review your Logo product and version, service access, company and period permissions, and required record types against your existing installation. This review establishes the service and licensing requirements.
Content reviewed:
IMPLEMENTATION AND SERVICE
If data originates in another application and needs to be shared regularly, we review the sources, fields and transfer rules together. The integration scope follows the connection options available in your existing systems.
Tell us your Logo product and version, the vouchers or cards you want to import and the column headings in your Excel file. We can define the connection and field mapping for your setup.
info@vibebilisim.com +90 (850) 242 84 23