Importing data

In this section you will find general information about importing data.

Note: Importing data is creating new data. You don't need to create new data but you simply want to update your existing data? Check the article on updating data.


If you need more detailed information on how to import products, suppliers or customers, we invite you to read these three tutorials:


Important:  It is possible to import customers, suppliers and products only. If you wish to import prices or stock levels this can only be done through a data update (having created or imported your products beforehand).

Prerequisites

In an import, tax abbreviations, price levels, currencies as well as stock locations cannot be created via a .csv file.

Prior to importing, we invite you to create/edit tax's abbreviations, stock locations, currencies and price levels.

Below is a summary of the data you will need to create prior to importing the .csv file. "R" stands for Required and "E" for Exempt.


information / type of data
product
price
stock level
tax abbreviations
R
R
R
price levels
E
R
R
currencies
E
R
R
stock locations
R
E
E


Tips for new users

If it is your first time importing data, we recommend that you start creating a couple of customers, suppliers or products manually directly in erplain.

Creating data manually is more intuitive and gives you a better insight on the existing fields that will eventually turn into column names in the import file.

Note: Making mistakes on your first time importing data is very common

For your first import, we suggest that you take baby steps and start by importing just a couple customers, suppliers or products. Therefore, if you make mistakes, you will be able to re-edit your file much faster.


Note: Importing data will not erase your existing data.

Import history

During and after the Import/update, you can Cancel, Resume or Revert:

- Cancel to stop the current import/update

- Resume to continue a cancelled import/update

- Revert to delete all changes made by this import/update


In case the import/update doesn't progress for a while, you can Cancel and Resume to continue the import.


You can see the history of your imports and updates:


For more specific information about importing products, customers and suppliers, we invite you to read our articles on importing products, customers and suppliers.

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