Import Tips and Best Practices
A few habits prevent most failed imports and remapping work.
Prepare the file
- Download the sample CSV or sample Excel for your target and keep those column headers.
- Start with a small test file (5–10 rows) before the full load.
- Keep key fields unique — for example item code or party name — especially for Update and Upsert.
- Match data types and required fields shown in the mapping screen (lengths and formats matter).
Choose the right mode
| Mode | Use when |
|---|---|
| Insert | You are adding only new records |
| Update | Every row should match an existing key in Biznsbook |
| Upsert | Mixed new and existing rows (common for migrations) |
If Update appears to do nothing, check the key field mapping and that those key values already exist.
Load in a sensible order
- Setup lists (countries, currencies, banks, warehouses, departments, chart of accounts) when you need them.
- Parties and product groups.
- Items (products).
- Employees (after departments).
- Opening balances and finance vouchers (after parties, banks, and accounts).
- Real estate structures (projects → phases → units → leads/customers) when REMS is licensed.
After the job
- Read the status summary for inserted, updated, and failed counts.
- Export errors, fix only the failed rows, and re-import those lines.
- Delete completed jobs from the dashboard when you no longer need the history.