Importing your existing records from Excel

You don’t have to type your existing records in one at a time. Each module has Excel templates for the records it holds.

What you can import

Depending on your modules:

• Accounting: chart of accounts
• Finance: customers and suppliers
• Inventory: items, item prices and stock on hand
• Payroll: pay records, allowances and earnings, deductions, tax profiles, statutory memberships, payment accounts and opening year-to-date totals

How it works

1. Open Import data from the Core module’s sidebar, or from the import screen inside the module you are setting up.
2. Choose what you want to import and download the template. It has one column per field, with the required ones marked.
3. Fill in the template. Keep the header row as it is, and use one row per record.
4. Upload the file. Excel (.xlsx, .xls) and CSV files up to 10 MB are accepted.
5. Check the columns. If your sheet’s columns are in a different order or have different names, match each one to the right field.
6. Review the preview. Rows with problems are flagged with the reason, such as a missing required value or a code that doesn’t exist yet.
7. Import. Only the rows you confirm are written.

Tips

• Import in order: accounts before opening balances, items before stock on hand, employees before their pay records.
• If you are moving payroll part-way through the year, import opening year-to-date totals so the year’s tax and bonus limits are right.
• Fix flagged rows in your sheet and upload it again. Rows already imported aren’t lost.