Can I import a MS Excel file in the FX Module to prepare multiple slips instead of manually preparing each slip?

Hi, thank you for using Intuit ProFile Community

Unfortunately ProFile FX has no import functionality. You cannot import from Excel nor from other software.

Hope this helps

Hello

I have been using the attached excel file for the last several years to import hundreds of T4 and T2202 slips into Profile FX

Is there a reason it will no longer work in Profile 2020?

All I had to do each year was change the Profile FX module from the previous year 2018 to 2019 as an example I did last year.

Now the macro gets stuck on the line 

Dim FXModule As profile.IProfileModule

Please view the Macro for T4andRL1

Thanks

Duncan,  that is not true.  There is an excel sheet that Profile SDK developed many years ago and it works.  Unfortunately, this year it needs to be updated to handle the new boxes required 57 to 60.  I think it is an easy thing to do by your programmers, but difficult for me.  Will an updated spreadsheet be forthcoming.  I can provide you the existing one that worked up to last year.  It also still works this year except for the missing boxes.

Hi, thank you for using Intuit ProFile Canada

ProFile does not offer import into the FX module off the shelf. While there is an SDK available it requires programmers to implement and is not therefore useful for all users. If you have programmers available to code the process you need and to provide the required support, you can request the SDK here.  Note that the SDK has not been updated recently

Hope this helps

The  Excel worked for me.  I am not a programmer, but clumsily made the macro work to allow the input of the new boxes 57 to 60.  If you can improve this, great.  The macro creates the fx file and you can use it or copy and paste the created T4's from it  to the carried forward file.https://www.dropbox.com/s/o80yljgiiror60d/copy%20of%20wip%202020%20%20slips%20from%20excel%20to%20pr... 

Hi Galatid

Did you have to make any changes to the macro to get it working

I downloaded the file and it still gets stuck on the first DIM line

Thanks

Joe

Yes I did change some VB coding.  did the link I provided not give you the excel file?  Use at your own risk.  It is not perfect but pretty close.  I wish Profile programmers would fix it.  It should not take them too long.

Hi Gabriel

I tried to use the file in your link and it experiences the same error stopping at the first DIM line of the macro

Joe

That is weird.  I basically modified the VB code,  Works for me.  I tried i again from the dropbox link tested it and copied it back with the same name.  See if it works this time.  

Rem Box 40 - Other Taxable Benefits
If Worksheets(1).Cells(rwCount, 24) <> "" Then
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",5]") = "40"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",13]") = Worksheets(1).Cells(rwCount, 24).Value
End If
Rem Box 57 - income 1
If Worksheets(1).Cells(rwCount, 26) <> "" Then
If Worksheets(1).Cells(rwCount, 25) = "" Then
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",6]") = "57"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",14]") = Worksheets(1).Cells(rwCount, 26).Value
Else
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",7]") = "57"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",15]") = Worksheets(1).Cells(rwCount, 26).Value
End If
End If
Rem Box 58 - income 2
If Worksheets(1).Cells(rwCount, 27) <> "" Then
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",8]") = "58"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",16]") = Worksheets(1).Cells(rwCount, 27).Value
End If
Rem Box 59 - income 3
If Worksheets(1).Cells(rwCount, 28) <> "" Then
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",9]") = "59"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",17]") = Worksheets(1).Cells(rwCount, 28).Value
End If
Rem Box 60 - income 4
If Worksheets(1).Cells(rwCount, 29) <> "" Then
FXClient.Field("T4DTable.B[" + Str$(CellCount) + ",10]") = "60"
FXClient.Field("T4DTable.R[" + Str$(CellCount) + ",18]") = Worksheets(1).Cells(rwCount, 29).Value
End If
Rem Box 42 - Commissions
If Worksheets(1).Cells(rwCount, 25) <> "" Then
If Worksheets(1).Cells(rwCount, 24) = "" Then

Have you fixed this issue ( import data from excel to fx)?

In 2022, I still have the same issue.

When can profile support the import function from excel to FX ?

No, Profile does not support importing slips from Excel to FX at this time. You can make your suggestions with the  Help Send feddback button in Profile.  If you are a developper, you could use SDK to develop your onw templates.

https://profile.intuit.ca/sdk-for-developers/