Bulk changes in POHODA from Excel, with a preview first
Universal import in your company intranet: upload an Excel or CSV file, the wizard recognises the columns and shows the old and the new value of every field. Only what you confirm is written to POHODA ERP. It also creates new stock cards, orders, stock receipts, issue notes and transfers from a file.
We usually reply within 24 hours
Universal import is a module of an intranet we build for your company, not an off-the-shelf add-on. It is part of Adaptis Provoz, from CZK 19,900 per month excl. VAT. See the Adaptis Provoz plans
| Write | Stock item | Old | New |
|---|---|---|---|
| will be written | SAMPLE-001Sample item A | 249.00 | 259.00 |
| will be written | SAMPLE-002Sample item B | 1,190.00 | 1,249.00 |
| no change | SAMPLE-003Sample item C | 84.50 | 84.50 |
| left out | SAMPLE-004Sample item D | 560.00 | 499.00 |
| will be written | SAMPLE-005Sample item E | 32.90 | 34.90 |
3 changed rows will be written, 1 has no change and 1 you left out.
Price lists, stock cards, parameters and orders are still typed into POHODA by hand today, or people are wary of a blind bulk import. Universal import is a wizard in the intranet we build on top of your POHODA: in three steps you upload a file, check the column mapping and go through a dry run. The dry run compares the file with what is in POHODA right now, and nothing is written until you confirm.
A bulk change is either manual work or a blind import
A new price list from a supplier, hundreds of stock cards with different parameters, an order that arrived as a spreadsheet. The data is in Excel, but it reaches POHODA by re-typing row after row, or through an import where nobody knows in advance exactly what it will overwrite. The error is then found in live data, and every larger change has to be prepared by a developer.
- Price lists, cards and parameters are re-typed into POHODA from spreadsheets
- With a bulk import you cannot see in advance which values will change
- File columns are named differently from POHODA fields, so each import is tuned from scratch
- An import with fixed columns does not cover your optional parameters and custom lists
- After an import there is no record of what changed and which rows failed
What universal import does
The wizard reads Excel workbooks and CSV files and works with the records that change most often: stock, address book, prices, parameters, orders and stock documents.
Preview before writing
The third step is always a dry run. For each row you see the old and the new value against what is in POHODA right now. You untick the rows you do not want written, and only then does it write.
Smart column recognition
The wizard matches the file headers to POHODA fields by name, by the Czech labels you know from POHODA and by common aliases. Each column shows a confidence score and you can change the assignment.
Export, edit in Excel, upload
Export current data from POHODA to Excel with the columns you choose, edit it and upload it back — the mapping fills itself in. Empty templates are available too, with a help sheet generated for your company.
Adapts to your POHODA
The field catalogue is built at runtime from your POHODA database, including your custom (optional) parameters and user lists. Number series, warehouses, currencies and carriers are picked from your own code lists. Number series are offered for your fiscal year, even when it differs from the calendar year.
New cards, orders and documents
It creates stock cards, kits and sets with their components, received and issued orders, and stock receipts, issue notes and transfers. Orders and stock documents are created with their line items: each file row is an item with a code or EAN, a quantity and a price. One file can be split into several documents by a column, and existing cards are not overwritten.
Log and access rights
Every run, even a dry run, saves a complete CSV log you can download. Access is set per module by company account group (AD/LDAP), and new records are created through POHODA's official XML interface.
How an import works
The wizard has three steps, and the last one is split into checking and writing. Nothing reaches POHODA without a dry run.
Upload the file and pick the record type
An Excel workbook, from which you choose a sheet, or a CSV, TSV or TXT file. Formulas are read as the value Excel shows. Then you choose what you are importing.
Check the column mapping
The wizard suggests which column belongs to which POHODA field and shows a confidence score. You set the matching key: for stock the code, EAN, PLU or ID; for addresses the address number, company ID, email or ID.
Go through the dry run
You see the difference between the old and the new value. Text is translated to POHODA code lists, numbers are rounded to the precision of the target field, and rounded rows are flagged.
Write and download the log
For updates, confirmed rows are written in batches. If a batch fails, it is retried row by row, so the log names the specific faulty record.
What your company gains
Bulk changes stop being a job for a developer. The department that knows the data makes them, and sees in advance what will happen.
You see the change before it is written
The dry run shows the old and the new value of every field, so there are no surprises in live data.
No more re-typing
You upload a price list, parameters or an order from a spreadsheet in one go instead of entering them row by row.
Departments handle it themselves
Sales, purchasing and the warehouse import their own data. Only people in the company account group you allow can open the import.
Every run is traceable
The log for each import shows what changed, which values were rounded and which rows failed.
Our own team, turnkey and on schedule
- years of team experience
- 15+
- completed projects
- 150+
- of agreed deadlines met
- 99%
- orders processed per year
- 1M+
- to the first parts of the system going live after signing
- 7 days
- typical reply time
- 24 h
What our clients say
“We've been working with Adaptis IT for over 4 years. Response times are always hours, not days. They solved an integration that two previous vendors declared impossible. It's been running flawlessly ever since.”
Which POHODA records the import covers
The import works only with the record types listed here. Accounting documents such as invoices, and payroll, are not part of it.
Frequently asked questions
More solutions that fit together
Ask about universal import
Tell us which POHODA records you change by hand today and from which files. We usually reply within 24 hours. You can also book a meeting straight away.
Adaptis IT, s.r.o.
Spojovací 284, 250 84 Křenice
Company ID 14016176 · VAT ID CZ14016176
We usually reply within 24 hours. Prefer a phone call? Call us directly.