{"id":30986,"date":"2022-10-31T09:08:51","date_gmt":"2022-10-31T14:08:51","guid":{"rendered":"https:\/\/siigonube.portaldeclientes.siigo.com\/?p=30986"},"modified":"2023-07-26T11:59:26","modified_gmt":"2023-07-26T16:59:26","slug":"subir-desde-excel-terceros","status":"publish","type":"post","link":"https:\/\/siigonube.portaldeclientes.siigo.com\/subir-desde-excel-terceros\/","title":{"rendered":"Subir desde excel \u2013 Terceros"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"30986\" class=\"elementor elementor-30986\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d3a30b0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d3a30b0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bd2eebb\" data-id=\"bd2eebb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8d1295f elementor-aspect-ratio-219 elementor-widget elementor-widget-video\" data-id=\"8d1295f\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/42k-bkKgeQg&quot;,&quot;aspect_ratio&quot;:&quot;219&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-fit-aspect-ratio elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-155e756 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"155e756\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e5c9616\" data-id=\"e5c9616\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f7bd400 elementor-widget elementor-widget-text-editor\" data-id=\"f7bd400\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">La importaci\u00f3n de clientes, proveedores u otros, te permitir\u00e1 incorporar al programa los par\u00e1metros de creaci\u00f3n de cada uno de ellos, por medio de interfaces o plantillas de Excel.<\/span><\/p><p><span style=\"color: #333333;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\">Para exportar e importar la interface o plantilla de Excel, puedes hacer uso de las siguientes opciones:<\/span><\/span><\/p><p><span style=\"color: #333333;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\"><strong>1.<\/strong> Ingresas al \u00edcono del engranaje <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-53150\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/Boton-configuracion-nuevo.png\" alt=\"Boton configuraci\u00f3n nuevo\" width=\"20\" height=\"21\" \/>\u00a0que corresponde a\u00a0<strong>Configuraci\u00f3n \u2013 Clientes y proveedores \u2013 Importaci\u00f3n &#8211; Clientes, proveedores u otros.\u00a0<\/strong><\/span><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82401 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Ruta-Importacion-Clientes-proveedores-u-otros.gif\" alt=\"\" width=\"1000\" height=\"588\" \/><\/p><p><span style=\"color: #333333;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>2.<\/strong>\u00a0Te diriges al m\u00f3dulo de<strong style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\"> Ventas \u2013 Clientes \u2013 Crear<\/strong><span style=\"font-family: verdana, geneva, sans-serif;\"><span style=\"font-size: 14px;\"> &#8211; <\/span><\/span><strong style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\">Importar &#8211; Importar clientes.<\/strong><\/span><strong>\u00a0<\/strong><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82470 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Ruta-ventas-importar-clientes.gif\" alt=\"\" width=\"1344\" height=\"316\" \/><\/p><p><span style=\"color: #333333;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>3.<\/strong> En la opci\u00f3n <strong style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\">Compras y gastos \u2013 Proveedores<\/strong>, seleccionas el bot\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-82472\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Boton-importar-proveedor.png\" alt=\"\" width=\"158\" height=\"34\" \/>.<\/span><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82473 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Ruta-compras-y-gastos-importar-proveedor.gif\" alt=\"\" width=\"1344\" height=\"316\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Al ingresar el sistema te mostrar\u00e1 la siguiente pantalla:<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82476 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Subir-terceros-desde-excel.gif\" alt=\"\" width=\"784\" height=\"404\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>Paso 1: Generar la plantilla<\/strong><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82477 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Importar-terceros-Paso-1-descargar-plantilla.gif\" alt=\"\" width=\"784\" height=\"212\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">En el paso 1 podr\u00e1s descargar la plantilla est\u00e1ndar en el bot\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-82478\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/boton-descargar-plantilla-estandar.png\" alt=\"\" width=\"192\" height=\"38\" \/>, donde encontraras el t\u00edtulo de la columna de color azul oscuro que son campos o columnas obligatorias. Tambi\u00e9n encontraras informaci\u00f3n opcional en las columnas o campos de color azul claro. Sin embargo, ten en cuenta que esta puede ser muy importante para la gesti\u00f3n de tus terceros. Como por ejemplo en env\u00edo de la factura electr\u00f3nica si ya est\u00e1s obligado a generarla.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30999\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-3.png\" alt=\"subir desde excel terceros 3\" width=\"1155\" height=\"457\" srcset=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-3.png 1155w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-3-300x119.png 300w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-3-1024x405.png 1024w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-3-768x304.png 768w\" sizes=\"(max-width: 1155px) 100vw, 1155px\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">All\u00ed mismo, en el paso 1 encontrar\u00e1s la opci\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-31000\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/crear-plantilla.png\" alt=\"crear plantilla\" width=\"219\" height=\"30\" \/>,\u00a0para crear el reporte a tu necesidad. Puedes generar la informaci\u00f3n que tengas actualizada en tus terceros, en caso de que requieras adicionar o corregir la informaci\u00f3n masivamente, o la plantilla en blanco para llenar desde cero.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>Paso 2: Importar la plantilla con la informaci\u00f3n<\/strong><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-82480 size-full\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/Paso-2-subir-terceros.gif\" alt=\"\" width=\"468\" height=\"208\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><span style=\"color: #ff0000;\"><span style=\"color: #f7274e;\"><strong>Importante:<\/strong><\/span>\u00a0<\/span>para subir la interface en Excel es necesario que el archivo no supere los 500 registros, en caso de ser mayor esta cifra es necesario fraccionar el archivo.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Una vez diligenciada la informaci\u00f3n en la plantilla la puedes incorporar el archivo a la aplicaci\u00f3n desde el Paso 2 con el bot\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-31003\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/examina.jpg\" alt=\"examina\" width=\"80\" height=\"30\" \/> seleccionas el archivo y das clic en el la opci\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-82479\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/10\/boton-subir-terceros.png\" alt=\"\" width=\"83\" height=\"30\" \/>.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Una vez terminado el proceso, te mostrar\u00e1 mensaje de confirmaci\u00f3n del n\u00famero de terceros incorporados al sistema.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-31005\" src=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-6.png\" alt=\"subir desde excel terceros 6\" width=\"1342\" height=\"219\" srcset=\"https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-6.png 1342w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-6-300x49.png 300w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-6-1024x167.png 1024w, https:\/\/siigonube.portaldeclientes.siigo.com\/wp-content\/uploads\/2021\/11\/subir-desde-excel-terceros-6-768x125.png 768w\" sizes=\"(max-width: 1342px) 100vw, 1342px\" \/><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>La importaci\u00f3n de terceros te permitir\u00e1 incorporar al programa los par\u00e1metros de creaci\u00f3n de cada uno de ellos, por medio de interfaces o plantillas de Excel.<\/p>\n","protected":false},"author":416,"featured_media":46935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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