Can I create a client, languages, etc database on Excel or Access, then use those that database to create a new invoice/quote on Lite and continue working from Trados with it?

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Question

I spent most of yesterday trying to customize invoices and quotes, with varying degrees of success. Some tables that show up on the design view won't show up in the preview, some are linked to something I don't know where to find, etc. I'm not the most tech-savvy person, but I feel that customizing an invoice/quote really shouldn't have to take more than 12 hours, and with medium results at that. Is there a full tutorial for the Lite version that gives you step-by-step instructions on how to create, modify, etc? Some things that I can easily do on Excel take me hours to track down on Lite, so I was thinking of having the basics done on Excel and then having the program incorporate that into its own system and fill in the jobs, word counts, fuzzies, etc.

Eugene Kuchynski · Answer

Hello, Pamela, 
 Any import from external files isn't implemented (but planned). 
 For report tutorial, we have it here (main page, see all nested pages): 
 https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4950/invoice-templates-and-custom-reports 
 As for Excel, for me personally the situation is opposite. Working as translator, in TBM it took me seconds for some operations versus hours in Excel.

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Trados Business Manager > 01 - Business Manager Lite

Can I create a client, languages, etc database on Excel or Access, then use those that database to create a new invoice/quote on Lite and continue working from Trados with it?