Import data from spreadsheets
Import helps enter many records. Reference files differ from backups; importing items or parties does not restore a company to a prior date.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Choose data type and use the available template, keeping an original file copy.
- Map columns and inspect codes, dates, numbers, currencies and units.
- Inspect preview, errors and duplicates; correct the source before applying.
- Start with a small file, then inspect sample records and resulting count before importing the rest.
Watch this distinction
Do not retry an entire file after partial failure without inspecting results; some records may already exist.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.