← Help Center · Data Import

How to Import Spreadsheet Data

Upload CSV or Excel, map columns, validate rows, and execute bulk import into ERP modules.

  1. Step 1. Open Import → New Import and select target module (products, parties, opening balances, etc.).
  2. Step 2. Choose import mode: Insert, Update, or Upsert; upload CSV or Excel file.
  3. Step 3. Download sample file for the module if you need the expected column layout.
  4. Step 4. Map source columns to target fields — use Auto-map for name matches, then open Preview.
  5. Step 5. Fix validation errors, Execute import, and export error CSV for any failed rows.

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