We've built an excel spreadsheet importer for our ERP system, which parses company data from the uploaded XLS files. This tool should help the user enter long lists of companies and is a more efficient alternative to entering each company individually (interface and logic involved in individual addition of the companies is more complex).
Before uploading the data to the database user has last chance to double-check and modify/delete the data, because some of these fields are pretty sensitive and must be recognized correctly by the parser.
Typically one import operation may contain tens of companies, and each company has near to 30 fields such as general information, contact information, etc.
The interface should provide clear way for:
- Field editing.
- Company deletion.
- Company addition.
- Selection of multiple rows.
One idea was to present uploaded fields in a spreadsheet-like interface:
In this case user would have to double click each field to edit it, and single click would select it. Right click brings the context menu.
- May be efficient for an experienced user
- Lots of data in the viewport
- Double clicks are needed for editing the fields
- User-friendly (?)
- Allows user to concentrate on single company at a time
- More slow
- No multiselect
- Should efficiency come before user-friendliness, considering that user had enough experience to fill out and import the spreadsheet?