Run an Import

Every import follows the same path: Upload → Map columns → Preview (validate) → Execute → Status + error export.

1. Upload

1. Go to Import → New Import.
2. Select the target (for example Parties, Items, or Journal vouchers).
3. Choose an import mode:
   • Insert — new records only
   • Update — existing records only (matched by key field)
   • Upsert — insert or update (typical default)
4. Choose a CSV (.csv) or Excel (.xlsx, .xls) file — maximum 20 MB. Finance voucher imports are also capped at 10,000 rows.
5. Optionally download the sample CSV or sample Excel for that target so your headers match.
6. Submit — you move to Mapping with the detected row count.

2. Map columns

1. Review source columns from your file header row.
2. Accept auto-map suggestions where names match, or assign each column to a target field.
3. Leave a column blank to skip it.
4. Confirm required and key fields (keys drive update/upsert).
5. Save mapping and continue to Preview.

3. Preview and validate

1. Review parsed rows and any validation errors per cell.
2. Fix issues in the spreadsheet and re-upload, or adjust mapping and re-validate.
3. Large files show a sample of rows in the preview grid (up to the first 500); the full file stays staged for execution.
4. When ready, Execute import.

4. Execute and status

1. Watch status move to Processing, then Completed or Failed.
2. Read the summary: success, inserted, updated, and failure counts.
3. Use Export errors to download a CSV with row, field, and message for failures.
4. Failed rows do not block successful rows — you get partial success when some lines are valid.

Delete finished jobs from the dashboard when you no longer need them. You cannot delete a job while it is still Processing.

:::tip Test with 5–10 rows first A small file confirms mapping and key fields before you load thousands of lines. :::

Next step

Supported import types

See every user-facing target you can load.

Import tips and best practices

Modes, keys, and sample templates that save rework.