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Getting existing spreadsheet data in

Bulk Import & Data Onboarding

Answer Summary

Thirteen templates download with the exact columns in the exact order, required columns marked and a worked example row filled in. Eight of them load rows directly: warehouses, locations, chart of accounts, vendors, customers, items, assets and asset custodians. The other five — stock adjustments, stock transfers, procurement request lines, RFQ lines and opening balances — shape the data, with the rows brought in through the module that owns the ledger. Files reference each other by human codes rather than database identifiers, and CSV, XLSX and XLS are all accepted.

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