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Home > Help > TechHelp > Directory > Access > Import New Changed < AutoTab | Year End Report >
 
Import New, Changed Records
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   6 months ago

Import New and Changed Records. Update Pricing from Vendor.


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In this lesson, we will take a product sheet that was sent by our vendor and import new products and price changes into our Access database. We'll learn how to create a permanent link to an Excel workbook. Review all the price changes and new products. Then create an update query to change our prices, and an append query to add new products.

Aaron from Brisbane, Australia (a Gold Member) asks: I get an updated product list in an Excel spreadsheet each month from my main vendor. I would like to import their data into my Access database, update unit cost for any existing products, and add new products to my table. Can this be automated? Right now it takes me an hour to type everything in each month.

Members

I'll show you how to also check for deleted products and automate the entire process (all three queries) with ONE CLICK. We will also learn how to work with product markups so if the vendor's price changes, your sales price will be updated accordingly.

Silver Members and up get access to an Extended Cut of this video. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to contact me so I can set up your account here on my web site. If you're not a member, Join Today!

Links

Linking to Excel Data: https://599cd.com/acx20
Outer Joins: https://599cd.com/OuterJoin
Update Query: https://599cd.com/UpdateQuery
Append Query: https://599cd.com/Append

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Keywords: TechHelp Access price changes, product changes, changed records, vendor pricing, import new, import changes, update pricing, automate queries, outer joins, update query, append query, link to excel  PermaLink