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Import Module

Migrate CSV & Excel Spreadsheets Into Live ERP Data

Self-service data migration across inventory, HRMS, accounting, and real estate — 22 import targets, auto column mapping, upsert modes, and exportable error reports. No DBA scripts required.

Auto Mapping Error CSV Export Sample Templates
Job: Parties Import ● Validated
Upload
parties.xlsx — 1,240 rows
Upsert mode selected
Map
12 columns auto-mapped
2 manual overrides
Preview
1,235 valid, 5 errors
Errors highlighted in grid
Execute
892 inserted, 343 updated
Error CSV available

What Is Data Import Software in ERP?

Data import software migrates spreadsheet data into live ERP records without custom scripts. Biznsbook guides you through upload, column mapping, validation preview, and execution — with upsert support and row-level error reports for transparent, self-service migration.

  • ✓22 import targets — Parties, items, employees, chart of accounts, finance vouchers, opening balances, and real estate modules.
  • ✓Guided workflow — Upload → map columns → preview validation → execute import with progress tracking.
  • ✓Upsert modes — Insert new records, update existing ones, or both in a single job with auto column mapping.

Migrate inventory from Excel → · Payroll migration guide → · All migration guides

Everything You Need for ERP Data Migration

22 import targets, auto mapping, validation preview, upsert modes, sample templates, and exportable error CSV — all self-service.

22 Import Targets

Import master data, finance vouchers, and real estate records across the full ERP — parties, items, employees, COA, warehouses, journals, cash/cheque, and opening balances.

  • ✓ Inventory & HRMS
  • ✓ Accounting & finance
  • ✓ Real estate (REMS)
  • ✓ System setup data

Guided Workflow

Four-step pipeline: upload your file, map columns to ERP fields, preview validation results, then execute the import with real-time progress tracking.

  • ✓ Upload → Map → Preview
  • ✓ Execute with progress %
  • ✓ Resume from any step
  • ✓ Job dashboard history

Upsert Modes

Choose Insert for new data only, Update to modify existing records by key field, or Upsert to insert new rows and update matches in one pass.

  • ✓ Insert mode
  • ✓ Update mode
  • ✓ Upsert mode
  • ✓ Key field per target

Auto Column Mapping

Normalized header matching maps spreadsheet columns to ERP fields automatically. Override any mapping manually and skip unneeded columns.

  • ✓ Header normalization
  • ✓ Manual overrides
  • ✓ Required field metadata
  • ✓ Regex validation rules

Error CSV Export

Row-level error capture with field and message details. Failed rows do not block successful ones — export errors as CSV to fix and re-import.

  • ✓ Partial success
  • ✓ Row + field + message
  • ✓ Downloadable error CSV
  • ✓ Re-run after fixes

Sample Templates

Download sample CSV and Excel templates per import target with comments on required fields, key fields, and max lengths — format data correctly the first time.

  • ✓ CSV templates
  • ✓ Excel templates
  • ✓ Field comments
  • ✓ 10 MB file limit

How Does Biznsbook Data Import Work?

From spreadsheet to live ERP records in four guided steps — with validation before anything commits.

1

Upload File

Pick an import target, choose Insert/Update/Upsert mode, and upload your CSV or Excel file — up to 10 MB with blob storage.

2

Map Columns

Auto-mapping matches headers to ERP fields. Override manually, skip columns, and review required field metadata before saving.

3

Preview & Validate

See parsed data in a grid with errors highlighted. Re-run validation after mapping changes — fix issues before committing.

4

Execute Import

Run the import with progress tracking. Successful rows persist; failures export to error CSV for quick correction and re-import.

Data Import Is Part of Your Biznsbook ERP

Migrate parties, items, employees, vouchers, and opening balances — no per-row fees, no DBA scripts, no separate migration tool.

Data Import — Frequently Asked Questions

Quick answers about import targets, file formats, upsert modes, and error handling.

A self-service ERP module that migrates CSV and Excel spreadsheets into live business data. It supports 22 import targets with a guided upload → map → preview → execute workflow, auto column mapping, and exportable error reports — no custom database scripts required.

22 registered targets: Parties, Items, Employees, Chart of Accounts, Product Groups, Warehouses, Departments, Cash Payments, Cash Receipts, Journal Vouchers, Cheque Payments, Cheque Receipts, Cash In Bank, Banks, Countries, Currencies, Real Estate Projects, Units, Phases, Leads, Customers, and Opening Balances.

CSV and Excel (.xlsx, .xls) up to 10 MB. Each target includes downloadable sample CSV and Excel templates with comments on required fields, key fields, and validation rules to help you format data correctly.

Upsert combines insert and update in one job. New rows are created; existing rows matching the key field are updated. Use Insert for brand-new data, Update to modify existing records only, or Upsert when migrating a mix of new and existing records.

Failed rows are captured individually — successful rows still import. Export a CSV showing row number, field name, and error message. Fix the problem rows in your spreadsheet and re-import without re-processing successful records.

Data Import is a licensed Biznsbook module included in enterprise bundles. No per-row fees — activate the module and run imports at your own pace. View pricing →

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