Data Import in Biznsbook: An Overview
Data Import migrates spreadsheets into live Biznsbook data — parties, products, employees, finance vouchers, warehouses, and more — with guided column mapping, validation, and row-level error reports. No database scripts for routine master-data loads.
It is for structured CSV or Excel files, not scanned images (use OCR Data Entry for those).
What you can do
- Upload CSV or Excel files (up to 20 MB)
- Choose Insert, Update, or Upsert
- Auto-map columns, then adjust by hand
- Validate rows in a preview before commit
- Run the import in the background and watch progress
- Download an error CSV for failed rows (successful rows still import)
Before you start
| You'll need | Why |
|---|---|
| Data Import module licensed | Shows the Import menu |
| Company portal access | Import pages use your company login |
| Target module ready | For example departments before employees; parties before vouchers |
| Related modules licensed | Real Estate imports need Real Estate; employees need HRMS |
There is no separate import permission on the menu — company users with portal access and the module license can import.
For products specifically, you can also add items one-by-one:
Add your products
Quick catalog setup when you're just getting started.
Add and manage products
Full product options beyond a spreadsheet load.
Finding your way around
| Menu item | Purpose |
|---|---|
| Import → Dashboard | Recent jobs and available import types |
| Import → New Import | Start a file upload |
Each job then walks through mapping, preview/validate, execute, and status.
Recommended order
- Download a sample CSV or Excel for your target type.
- Run an import with a small test file first.
- Review supported import types.
- Apply tips and best practices.
- Use permissions and troubleshooting if something fails.