What you can import
Products
Customers
Suppliers
Files must be CSV. Excel import is not available yet and says "XLSX import is coming soon. Use CSV import for now." If you have an Excel file, save it as CSV first.
You cannot import invoices, opening balances, accounts or stock levels. There is no helper for moving from another system.
Limits
5 MB per file.
5,000 rows per file.
One bad row stops the whole import. There is no partial import.
Import products
Open Products, then Import. You need permission to import products.
Choose Templates and exports and pick Download CSV bundle. It contains a template and a reference list of the ids for your units, brands, categories, sub categories and taxes.
Fill in the template. These columns are required.
name
barcode_symbology
sub_cat_id
unit_id
tax_id
tax_type
regular_price
These are optional.
model
brand_id
discount
note
alert_qty
status
item_kind
code
slug
Look up the ids from the reference list and put them in the file. The template wants numbers for category, unit and tax, not names.
Choose your file, then Preview import.
Fix anything the preview flags and preview again. You see "Fix errors and run preview again. Partial import is not enabled."
Choose Confirm import.
Pick the mode. Create only adds new products and each product name must be new. Update existing matches on the product code and changes what is there.
The template has no stock quantity column. After importing, add stock with Add stock or Receive purchase. See guide 07.
Import customers or suppliers
Customers are under Customers, Import, and suppliers under Suppliers, Import. The steps are the same. Suppliers can be updated by their ID. Customers can only be created, because updates are switched off until matching is safe.
Customer imports need permission to import customers or create them.
Export your data
Choose Templates and exports to export a report or an update file as CSV, Excel or PDF. Sales exports are in the report pages. Settings, Data lists your recent imports and backups. A backup download needs the database backup permission.
Messages
You see: Why: What to do
"File exceeds maximum size allowed for data exchange.": Over 5 MB: Split the file
"Too many rows (max 5000).": Over 5,000 rows: Split the file
"Validation failed. Preview again after fixing errors. Partial import is not supported.": A row has an error: Fix the file and preview again
"Import file no longer matches the preview (hash mismatch). Upload again.": You changed the file after previewing: Upload the file again
"You need permission to import products.": Your role lacks it: Ask the owner
Tips
Try five rows first.
Keep the original file.
Save the reference ids from the bundle in a safe place.