Import data templates
Use these to load any volume of data into your system.
Import Data Templates can be found in:
Setup>Configuration>Import Data
All of the import templates in the table below are .xlsx (Excel) files.
A few things to note:
  • Each worksheet has instructions on the first tab. Make sure you read them. I repeat make sure you read them.
  • Each sheet in the worksheet has columns with notes, pay attention to the notes. I repeat, pay attention to the notes.
  • You have to put data in the columns with yellow headers.
  • Worksheets update existing data, if the data imported is different from the existing data.
Before you import lots of rows of data, import a couple of rows and check they look as you expect in the app.
If you don’t have Excel software installed, then get yourself a free Gmail account. Set up your Gmail account and then use Google Sheets.

Import templates

Template
Notes
Workers
Accounts
Payment Terms
Classification Types
Leads
See 'Leads'.
Prospects
See 'Prospects'.
Customers
Suppliers
See 'Suppliers'.
Contacts
See 'Contacts'.
Items
See 'Items'.
Preferred Suppliers
Customer Item Codes
See 'Customer Item Codes'.
Base Price List
Item Site Data
See 'Item Site Data'.
Upload Transactions
Upload Journals
Copy link