Introduction
AutoCount provides various tools for importing data, each designed to cater to different needs and complexities. For instance, two of the primary methods are the AutoCount Universal Import Plugin and the AutoCount Excel. While both tools facilitate the import of data into AutoCount but offer different features and levels of flexibility. In this blog, we compare AutoCount Excel vs Universal Import Plugin to help you determine which tool is better suited for your needs.
1. File Import Method
AutoCount Universal Import Plugin
AutoCount Universal Import Plugin uses an upload-based concept where users can upload Excel files directly. The system then imports the data based on predefined mapping rules, making it efficient for large datasets.
Example: Uploading a monthly sales report Excel file for automatic import.
AutoCount Excel
AutoCount Excel uses a copy-and-paste format where users need to manually copy data from Excel and paste it into the AutoCount system. However, this method can be time-consuming and error-prone, particularly for larger datasets.
Example: Manually copying sales data from an Excel file and pasting it into the system.
2. Coverage
AutoCount Universal Import Plugin
AutoCount Universal Import Plugin covers a comprehensive range of functions, supporting not only master files but also extending to various sales, stock, and purchase operations.
|| Related Downloadable Content
|| Other Downloadable Documents
AutoCount Excel
AutoCount Excel primarily focuses on importing master files and key financial transactions. While it supports general ledger (GL), accounts receivable (AR), and accounts payable (AP) only.
Example: Manually copying sales data from an Excel file and pasting it into the system.
|| Downloadable Content
- Import AP Credit Note
- Import AP Debit Note
- Import AP Invoice
- Import AP Payment
- Import AR Credit Note
- Import AR Debit Note
- Import AR Invoice
- Import AR Payment
- Import Branch
- Import Budget
- Import CashBook
- Import Creditor
- Import Debtor
- Import Item Batch
- Import Item Level by Location
- Import Item Price by Location
- Import Journal Entry
- Import Last Year Price History
- Import Member
- Import Price Book Rule
- Import Price Book
- Import Stock Item Alternative Code
- Import Stock Item
- Import Stock Open Bal
- Import Tax Exemption
3. Excel Header Mapping
AutoCount Universal Import Plugin
AutoCount Universal Import Plugin allows users to map different Excel header names to corresponding fields in AutoCount. Because this flexibility enables users to customize their Excel files according to their needs without adhering to a fixed template.
Example: If your Excel file uses “Customer Name” instead of “DebtorCode”, you can map “Customer Name” to “DebtorCode” during the import process.
AutoCount Excel
AutoCount Excel requires using a standardized template with fixed column headers. So, this means your Excel file must exactly match the required format, limiting flexibility.
Example: If the system requires a “DebtorCode” column, your Excel file must have this exact column name.
4. Column Searching Function
AutoCount Universal Import Plugin
AutoCount Universal Import Plugin supports column searching to automatically fill in missing columns during the import process. This feature is particularly useful if your Excel file lacks certain important fields. Moreover, the system can reference existing columns to infer and fill in the missing data.
Example: If your Excel file has “UDF_OldCode” but not “DebtorCode”, the system can use “DebtorCode_UDF_OldCode” to find and fill in the corresponding “DebtorCode”.
AutoCount Excel
AutoCount Excel does not support column searching. Because it relies on the data being complete and correctly formatted according to the template. So, missing or incorrectly named columns can cause the import to fail.
Example: If your Excel file lacks a “DebtorCode” column, the import process will fail unless this column is added and correctly named.
|| Note: Besides, Column Searching Functions require some programming knowledge:
|| Note: After perform column searching setting, excel success lookup respective debtor code base on UDF old code and imported to autocount:
Watch: How To Use AutoCount Excel & Universal Import Plugin
Now that you’ve explored the key differences between the AutoCount Excel and the Universal Import Plugin, take a closer look at how to use these tools in action.
AutoCount Excel
AutoCount Universal Import Plugin
Summary
In conclusion, this detailed comparison of AutoCount Excel vs AutoCount Universal Import Plugin shows that each tool has its unique strengths. While each offers unique advantages based on data import complexity and type. The Universal Import Plugin is ideal for users with extensive and varied data import needs, offering broad functionality, flexible Excel header mapping, and column searching. Meanwhile, the AutoCount Excel is suited for simpler data imports, using fixed templates and an easy copy-and-paste method.
However, these two options are not the only ways to import data into AutoCount using Excel. Other available options include:
AutoCount Import Plugin serves as an intermediary tool that facilitates the import of data from various sources into AutoCount. Because it is designed to handle complex data mapping and transformation tasks, making it suitable for integrating data from different systems and ensuring consistency within AutoCount.
Import XML Module
The Import XML Module allows users to import data in XML format, which is particularly useful for integrating with systems that output data in XML. Because this module ensures that complex data structures and relationships are accurately captured and imported into AutoCount, providing a robust solution for data integration and migration.
AutoCount Integrator Plugin
The AutoCount Integrator Plugin enhances the capabilities of the AutoCount Universal Import Plugin by adding features for scheduling and automating the import process. Meanwhile, users can set up the plugin to automatically import Excel or CSV files at specified intervals, such as every minute. Additionally, it supports multiple methods, including Direct Method, API Method, and File Drop Method, making it highly versatile and user-friendly for various integration needs.
