Convert Excel to XML Files for Import into SwiftPOS

 

Description

 

This document provides an outline of the steps needed to convert Excel data into an XML file and subsequently import into SwiftPOS.

The example being used is an XLS Product file which will be used to create a price changes XML file for use in SwiftPOS.

 

Note : This guide assumes that the source file has already been modified to conform with the data format of the destination file and ultimately SwiftPOS.

 

Operation

 

  1. Creating an XML Mapping File


The first part of the process is to create an XML mapping file which is used by Excel to determine the format of the XML export data. This file is basically a sample of the format of the exported data. This screenshot below is an example of data as it appears in excel and contains 3 columns which are Price Level, PLU and Price.

 

 

Below is what the XML mapping file would look like for the data shown in the image above. You will be able to see that all of the fields exist in the XML file and that it contains 2 extra elements which are PriceCheck and PRCHECK.


<PriceCheck> <PRCHECK> <PriceLevel></PriceLevel> <PLU></PLU> <Price></Price> </PRCHECK> <PRCHECK> <PriceLevel></PriceLevel> <PLU></PLU> <Price></Price> </PRCHECK> </PriceCheck>

 

  1. Exporting as XML Data

 

  1. Open the source data file in Excel and from the Data menu select XML then XML Source.
  2. Select the XML Maps button then select the Add button.
  3. Select the XML mapping file that was created and select Open. Confirm the user of this file and that a schema will be automatically created since one does not already exist.

 

  1. The screenshot above displays the XML source screen in excel. Click the first column in the excel spreadsheet which is Price Level then double click the Price Level icon as highlighted in the screenshot above. This will map the column in the excel document to an element in the XML file.
  2. Repeat step 4 until all columns have been mapped to elements in the XML file.
  3. From the Data menu select XML then click Export. Choose the path to save the file then select Save.
  4. You should now have an XML file that can be imported into SwiftPOS to update the sell prices of Products

 

Related Topics

 

  1. Data Export
  2. Import/Export Overview


Published 28 Mar 2024