Import Wizard

The Import Wizard allows you to import data from CSV files and create multiple records quickly without manually entering each record individually.

It supports importing various record types and includes tools to validate data, correct errors, and retry failed imports.

Accessing the Import Wizard

Open the Import Wizard using either of the following methods:

• Setup → Import Wizard from the sidebar.
• Open Quick Search, type Import Wizard, and press Enter.

Importing Data

Step 1: Select an Import Type

Choose the type of record you want to import, such as Customers, Sales Items, Journal Entries, or Sales Invoices.

The available fields and template will change based on the selected import type.

Step 2: Download the Import Template

Click Save Import Template to download a CSV template designed for the selected record type.

The template contains three header rows:

• Entry Type — Identifies parent and child table fields.
• Field Label — Displays the field names.
• Field Key — Used to automatically map CSV columns during import.

Open the template using any spreadsheet application, enter your data, and export it again as a .csv file.

Step 3: Upload the CSV File

1. Click Select File.
2. Choose your completed CSV file.
3. The Import Wizard automatically reads the file and loads the records into the import table.

Step 4: Review the Data

Before importing, review the imported records carefully.

You can:

• Edit any imported value directly in the table.
• Delete unwanted rows by clicking the row number.
• Add additional records using the Add Row button.

Step 5: Import the Data

Once all information has been verified:

1. Click Import Data.
2. Wait for the import process to complete.

After a successful import, you can either:

• Show Me — Open the newly created records.
• Done — Reset the Import Wizard for another import.

Handling Import Errors

If a value cannot be converted correctly, the affected field is highlighted with a red border.

Hover over the field to view the original value, correct it, and retry the import.

If only some records fail, click Fix Failed. Successfully imported records are ignored, allowing you to correct only the failed entries before importing again.

Picking Import Columns

If you don’t need every available field, you can customize the import template.

1. Click the … menu.
2. Select Pick Import Columns.
3. Choose the fields you want to include.

Required fields are marked with a * and cannot be removed.

Removing a field:

• Excludes it from the exported template.
• Prevents it from being mapped during import.

Column Assignment

If your CSV file doesn’t use the official template, you can manually assign columns.

Use the Column Assignment Bar to map each CSV column to the appropriate field.

Selecting None ignores that column during import.

Importing Records with Child Tables

Some records, such as Sales Invoices, contain child tables (for example, invoice items).

When importing these records:

• Each parent record must have a unique temporary identifier.
• Each child record occupies its own row.
• Parent information must be repeated for every child row.

For example, if a Sales Invoice contains three items, the CSV must contain three rows with the same invoice details and different item information.

Best Practices

• Always use the downloaded import template whenever possible.
• Review imported data carefully before clicking Import Data.
• Correct all highlighted conversion errors before importing.
• Use the Pick Import Columns feature to simplify large imports.
• When importing records with child tables, repeat the parent information on every child row.