Excel integration is built into Epicor 9. Grids are enabled to copy and paste data in and out. Copy Epicor data into Excel by right clicking on the grid and selecting “Copy to Excel”.
Copy Excel data into Epicor 9. The Epicor 9 grid will allow the excel data to be update the grid. Do this by right clicking on the grid after copying your data to the clipboard and selecting “Paste Update”. Paste Update finds matching records and updates them. In this case, if an order was in the system and you pasted in a revision to the order, the system will find the appropriate line and update it from your copied from Excel Data
The Epicor 9 grid will allow the excel data to be inserted into the grid. Paste Insert, Inserts NEW data into the system. So if you wanted to add lines into the order from an excel spreadsheet, you would use this function.