/visma-net-erp/getting-started/use-system-wide-actions section Visma Net provides you with a number of actions that you can use in many places in the system. 2026-02-19T17:09:06+01:00 # Use system-wide actions Visma Net provides you with a number of actions that you can use in many places in the system. Visma Net provides you with a number of actions that you can use in many places in the system. For example: If you forgot where the window you need to use is situated in the site map, you can search for it by its name. Also, if you usually make financial analysis in Microsoft Excel spreadsheets, you can export data from Visma Net to an Excel file. Another thing that you may need is to add files to records (for example, scanned images, pictures, or instructions for employees). Visma Net supports attachments of various types to records. /visma-net-erp/getting-started/use-system-wide-actions/import-data-from-a-local-file-to-a-table section 2026-02-19T17:09:06+01:00 # Import data from a local file to a table You can import data from an Excel spreadsheet or a CSV file to a Visma Net table when you see  (the Load records from file button) on the table toolbar. Visma Net uses the spreadsheet format introduced in Microsoft Office 2007, so if you use an earlier version of Microsoft Office, you should install the appropriate plug-in. 1. Open the appropriate window, and select the record to which you want to import data or add a new record. 1. On the table toolbar, click ****. 1. In the **File upload** dialog box, click **Choose file** and select the file you want to import. 1. Click **Upload** to upload the file to the system. After the file is uploaded, the **Common settings** dialog box is opened. 1. To import an Excel spreadsheet, do the following in the **Common settings** dialog box: 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. If you select this option, you may get duplicated rows because the system won't check for duplicates when importing rows from the file. 1. Click **OK**. 1. To import a CSV file, do the following in the **Common settings** dialog box: 1. If an atypical separator character is used in the uploaded file, specify it in the **Separator chars** field. 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. Select the encoding of the uploaded file in the **Encoding** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. With a CSV file, the uploaded file must contain only rows that have not already been imported. If the system encounters a row that already exists in the table, the import process will be terminated. To resolve the situation, click , and try to import data in another mode. 1. Click **OK**. 1. In the **Columns** dialog box, match the columns of the imported file (displayed in the **Column name** column) to the columns in the Visma Net table to which you want to import data (displayed in the **Property name** column). 1. Click **OK** to import data to the table. 1. After the data is successfully imported, click **Save** in the window toolbar. After the data is imported and the document is saved, you can continue processing the document according to your organisation's work flow. /visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record section You can attach a file, such as a scanned document with a signature, to a record, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a file to a record You can attach a file, such as a scanned document with a signature, to a record, as described in this topic. To attach a file to a record, use one of the following methods: + Drag the file: 1. Go to the window where you want to attach a file to a record. If you are in the PL edition of the window, click  to leave the list view. 1. Select the record you want to attach the file to. 1. Open your file explorer and go to the folder or library where the file is located. 1. Drag and drop the file to the top part of the window. In the top right corner of the window, you will see that the number of files attached to the selected record increases, like this **Files (2)**. + Use the **File upload** dialog box 1. Open the window, and select the record you want to attach the file to. 1. In the window title bar, click ****. 1. Select the file you want to attach, click **Open**. You now see the name of the file you have selected in the field to the left of the **Browse** button in the **Files dialog box**. 1. Click **Upload**. The file name is now displayed in the **File name** column. Repeat step 3 to 5 if you want to attach more than one file. 1. Close the dialog box. The system attaches the file to the record and you can see the number of files attached to the selected record, like this **Files (2)**, in the top right corner of the window. /visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record-detail section You can attach a file in any format to a record or record detail, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a file to a record detail You can attach a file in any format to a record or record detail, as described in this topic. 1. Open the window, and select the record you want to attach the file to. 1. On the line where you want to attach a file, click . The **Files** dialog box is displayed. 1. Click **Browse**. 1. Select the file you want to attach, click **Open**. You now see the name of the file you have selected in the field to the left of the **Browse** button in the **Files** dialog box. 1. Click **Upload**. The file name is now displayed in the **File name** column. Repeat step 3 to 5 if you want to attach more than one file. 1. Close the dialog box. 1. Verify that the  button has changed to the attachment icon: . /visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record section You can attach any text to records, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a note to a record You can attach any text to records, as described in this topic. For example, you can add important information for your colleagues who work with this record. 1. Go to the window where you want to attach a note to a record. If you are in the PL edition of the window, click  to leave the list view. 1. Select the record you want to attach a note to. 1. In the window title bar, click  (Notes). 1. In the **Enter record note** dialog box, type the text of the note. 1. Click **OK**. 1. In the window title bar, verify that the icon to the left of the Notes button has changed to ****. To read the note, click  in the window title bar. /visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record-detail section You can attach a note to a record detail, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a note to a record detail You can attach a note to a record detail, as described in this topic. For example, you can leave a comment for your colleagues who will process the document later. 1. Go to the window where you want to attach a note to a record. If you are in the PL edition of the window, click  to leave the list view. 1. In the table, at the beginning of the detail row, click  Note. 1. In the **Enter record note** dialog box, type the text of the note. 1. Click **OK**. 1. In the window toolbar, click ****. 1. On the row where you attached the note, verify that the Notes icon has changed to ****. To read the note, click the Note icon in the row where you attached it. /visma-net-erp/getting-started/use-system-wide-actions/configure-your-email-account section You personal email address is specified on the General settings tab, in the User settings (SM203010) window. 2026-02-19T17:09:06+01:00 # Configure your email account You personal email address is specified on the General settings tab, in the User settings (SM203010) window. For more information: [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/). If you need to send emails from Visma Net, you can configure your signature, which will be automatically added to each email. You can create your signature by using the **Email settings** tab of this window. On the same tab, you can select the system email account that will be used as the default email account when you send emails through Visma Net. The system will automatically sort incoming emails and replies to mass emails and route them to your personal email account. This topic describes how to configure your email account. 1. Go to the [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/) window. 1. Click the **Email settings** tab. 1. In the **Default email account** field, select the system email address that will be used by the system for sending emails on your behalf. 1. If you want to make your calendar visible to other users, select the **Is public calendar** check box. 1. If you want to enter a signature for emails, in the **User email signature** section, do the following: 1. Select the **Include in new emails** check box if you want to insert the signature in each new email that you send by using Visma Net. 1. Select the **Include in replies and forwarded emails** check box, if you want to insert the signature when you reply to or forward emails. 1. In the text editor area, enter your signature for emails. 1. Click .