ENERSYS / EXCEL TO EXPRESS

Every department sent a spreadsheet.Is accounting still merging them by hand?

Once your Express import path is verified, your team can rerun the delivered consolidation and mapping process to create an import-ready file and exception report. Use the vendor’s import tool instead of retyping rows, with your accounting owner reviewing and approving before live posting.

Request a free file-format check

We check your Express version, files and import method before confirming the price. If the tools are incompatible, we propose an alternative before payment.

An editorial drawing of sales, purchasing and operations spreadsheets converging into a consolidated ledger, with a review checkpoint and a separate exception list — AI-generated illustration of the workflow, not an Excel or Express screen.

Start with one recurring document flow

Starting scope for a quote: 1 company, up to 3 contributing departments with 1 file each, 1 document class, 1 shared source-file template and 1 test batch. Data volume and validation rules are confirmed from samples before ordering. Work beyond 2 M/D is quoted separately for approval first.

A repeatable consolidation process

Deliver one reusable transformation artifact: a configured Excel workbook, script or configuration file, selected and recorded in the scope after sample review. It merges the agreed files and checks required fields, date formats, reference codes and duplicate rules. Includes instructions to rerun it on files with the same structure.

An explicit field and code map

Document the mapping and customer-approved codes. Prepare the import format verified against your tools, with a separate report of rejected records and the reasons they failed.

One assisted test import

Test through Express Platform or a compatible vendor import tool, using an agreed test dataset or environment. Reconcile record counts and totals against the source. No automatic live posting.

A handoff your team can operate

Receive the file template, validation rules, short guide and test results. Your accounting owner reviews the codes, totals and exceptions before approving production use.

Tools consolidate. Your accounting owner approves.

Repeatable work handled by tools

Read and merge the agreed files, apply defined checks, separate exceptions and generate the handoff. The process does not guess account codes or resolve ambiguous transactions on its own.

Decisions made by people

Data owners correct exceptions. Your accounting owner approves code mappings and test results before live import or posting. Scheduled runs and automatic system connections require a separate quote.

Already using Express? Check the version and import tools first.

Express offers Express Platform for Excel imports. Document types, version, licences and file formats must still be checked in your environment. We do not claim one method works with every version. If the agreed test is not feasible, we propose alternatives before taking payment.

Watch the Express developer’s Express Platform introduction

Express and Express Platform are third-party tools. This is an Enersys data preparation and testing service, not an Express software licence package or a service supplied by the Express developer.

Accept the work against one real data batch

Your team receives the agreed configured workbook, script or configuration file and its operating guide. Your team can run that artifact on the agreed sample files, produce the import file and exception report, and complete one assisted test import. Your accounting owner confirms record counts, totals and any unresolved exceptions before production use.

What you prepare

Sample files with personal and confidential data removed, plus the document class and Express version.
Relevant account, customer, supplier or product codes and an owner who can approve the mapping.
Access to the import tools, an agreed test dataset or backup, and an accounting owner available for testing.

Separate work and costs

Express, Express Platform or other required tool licences. Supply them or approve a separate quote before work begins.
Historical clean-up across periods, multiple companies, document classes or file templates, and accounting or tax judgement.
API connections, automatic posting, scheduled runs, monthly operations and changes required when source-file structures change.

EXCEL TO EXPRESS START

Let us review a sample before you order

Tell us your Express version, document class, departments and file count. We will agree a channel for samples with sensitive data removed. The initial format, version and import-method fit check is free and does not place an order.

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