+ Reply to Thread
Results 1 to 8 of 8

Importing excel sheet fields into separate excel based invoice

  1. #1
    Registered User
    Join Date
    02-12-2014
    Location
    Cleveland, Ohio
    MS-Off Ver
    2011 for Mac OS X
    Posts
    5

    Importing excel sheet fields into separate excel based invoice

    Hello all - I am a Graphic Designer (Mac Based, dont hate me) from the midwest. I have an opportunity to help a client with his maintenance invoicing project. I do very little work with Office (Adobe is my forte - again, my apologies, lol)

    I have been supplied an excel sheet with companies that are to be invoiced on a monthly basis (name, company, address....etc) Is there a way that I can import the information from excel sheet list (I only need 4 fields from the sheet) into corresponding fields within the excel invoice.

    The fields on the spreadsheet have heading names for each field already.

    I hope I've explained the project and I am hopeful that someone can point me in the right direction.

    Thanks in advance.

    G

  2. #2
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs
    MS-Off Ver
    MS Office 365
    Posts
    19,671

    Re: Importing excel sheet fields into separate excel based invoice

    It would be very helpful if you attached a the invoice file and a sample customer listing .

    Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    View Pic

  3. #3
    Registered User
    Join Date
    02-12-2014
    Location
    Cleveland, Ohio
    MS-Off Ver
    2011 for Mac OS X
    Posts
    5

    Re: Importing excel sheet fields into separate excel based invoice

    sample_billing_listing.xlsAttachment 296958Sample_Invoice.xlsx

    Sample Files attached.

    Thank you

  4. #4
    Registered User
    Join Date
    02-12-2014
    Location
    Cleveland, Ohio
    MS-Off Ver
    2011 for Mac OS X
    Posts
    5

    Re: Importing excel sheet fields into separate excel based invoice

    Hello Alan - I've upload sample files.

    thank you.

  5. #5
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs
    MS-Off Ver
    MS Office 365
    Posts
    19,671

    Re: Importing excel sheet fields into separate excel based invoice

    In your invoice, if you add a customer account number and use the same number in the sample billing history as a unique identifier, then you can use vlookup function as demonstrated in the attached files.
    Attached Files Attached Files

  6. #6
    Registered User
    Join Date
    02-12-2014
    Location
    Cleveland, Ohio
    MS-Off Ver
    2011 for Mac OS X
    Posts
    5

    Re: Importing excel sheet fields into separate excel based invoice

    Thank you for your help with this Alan. Have a great night.

  7. #7
    Registered User
    Join Date
    02-12-2014
    Location
    Cleveland, Ohio
    MS-Off Ver
    2011 for Mac OS X
    Posts
    5

    Re: Importing excel sheet fields into separate excel based invoice

    Good Morning Alan. After doing some research I am a bit more famiiar with the range part of the formula to determine the cells that will be searched for the info within the invoice.

    I had two follow up questions:
    • In the sample billing listing, what is "CustNr."? Formula or Code?
    • In the invoice, I dont see any special code/formula within the Customer Number cell that calls up the billing listing.xls, so can that cell be moved anywhere?

    Thank you.

    G

  8. #8
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs
    MS-Off Ver
    MS Office 365
    Posts
    19,671

    Re: Importing excel sheet fields into separate excel based invoice

    Customer Nr. is a hard coded number that you will need to set up that is unique for your customer base. Each customer will have his own unique identifier. It does need to be in the left most column for Vlookup to work.

    It can be located anywhere on the Invoice, but you will need to change the reference in the Vlookup to what ever cell you put the customer number in.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. I Want to store my invoice sheet in a separate sheet as backup database
    By Apurav in forum Excel Programming / VBA / Macros
    Replies: 15
    Last Post: 10-19-2012, 01:31 PM
  2. Excel is importing non-date fields as dates
    By EvanRosenlieb in forum Excel General
    Replies: 3
    Last Post: 01-24-2012, 03:55 PM
  3. Replies: 5
    Last Post: 01-02-2011, 11:06 PM
  4. Importing multiple fields from different excel spreadsheets
    By mojo1979 in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 11-15-2006, 05:16 AM
  5. [SOLVED] Importing data from Access into Excel: prob w/ cutting off fields
    By Nicole L. in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 02-07-2005, 07:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1