Supported Import Types
Data Import supports these spreadsheet targets. Pick the one that matches the records you are loading; related modules must be licensed where noted.
Master data and inventory
| Import type | What you load |
|---|---|
| Parties | Customers and suppliers |
| Items | Products / inventory items |
| Product groups | Product group structure |
| Warehouses | Warehouses |
| Countries | Countries |
| Currencies | Currencies |
| Banks | Bank master records |
For products after (or instead of) a bulk load, see Add your products and Add and manage products.
HR
| Import type | What you load |
|---|---|
| Departments | HR departments |
| Employees | Employee master (needs HRMS) |
Import departments before employees when you rely on department references.
Accounting and payments
| Import type | What you load |
|---|---|
| Chart of accounts | General ledger structure |
| Opening balances | Opening balances |
| Cash payments | Cash payment vouchers |
| Cash receipts | Cash receipts |
| Journal vouchers | Journal vouchers |
| Cheque payments | Cheque payments |
| Cheque receipts | Cheque receipts |
| Cash in bank | Cash in bank |
Payment and voucher imports create finance records with the postings your company setup supports. Keep parties, banks, and accounts in place before loading vouchers that reference them.
Real estate
| Import type | What you load |
|---|---|
| Projects | Real estate projects |
| Units | Units |
| Phases | Phases |
| Leads | Leads |
| Customers | Real estate customers |
These require the Real Estate module licensed and configured.
:::info Other import tools OCR Data Entry handles scanned receipts/cheques. Toast POS and CRM have their own import paths under those products — not this module. :::