Bulk Import

Import data from Excel files into the system

Import Data
Upload an Excel file (.xlsx) with data to import. Use the template for correct formatting.

Click or drag to upload

Supports .xlsx and .xls files

Import Guide
How to prepare your data for import

Sheet Order (recommended):

  1. Suppliers - Import suppliers first (referenced by other sheets)
  2. Customers - Customer records
  3. Products - Products linked to suppliers
  4. Purchase_Orders - POs referencing customers & suppliers
  5. PO_Line_Items - Line items referencing PO numbers
  6. Proforma_Invoices - PIs referencing PO numbers
  7. PI_Line_Items - PI line items
  8. Letters_of_Credit - LCs referencing POs, suppliers, customers
  9. Invoices - Invoices referencing LC numbers
  10. Invoice_Line_Items - Invoice line items
  11. Shipments - Shipments referencing LC numbers
  12. Payments - Payments referencing LC & invoice numbers
  13. Commission_Rules - Commission rules referencing suppliers & products

Important Notes

  • Sheet names must match exactly (case-insensitive, spaces become underscores)
  • Supplier/Customer names must match existing records or be in the same file
  • Dates can be in Excel date format or ISO format (YYYY-MM-DD)
  • Amounts should be numeric (no currency symbols)
  • You can import only the sheets you need (skip others)