Import Wizard #

The Import Wizard is a powerful tool that can allow you to:

1. Import Data from a .csv file
2. Make multiple entries quickly

Basics #

To use the Import Wizard navigate to it using the sidebar: Setup > Import Wizard. Or alternatively open the Quick Search, type "Import Wizard" and hit enter.

The Interface #

Once the Import Wizard has been opened you will have to select and Import Type which decides the kind of entries to be imported.

After selecting the import type, you'll see the additional controls that are now available.

Using a Template #

To import data you, it needs to fit some template for this, first click on the Save Import Template button.

This will download a .csv template file.

To use the Template.csv file you must

1. Import it into your spreadsheet software of choice
2. Enter the values in the spreadsheet cells
3. Export the sheet as a .csv file

Once you have exported the .csv file, click on Select File to select the file. The Import Wizard will read the file and add rows to the table.

Verifying and Importing #

You can now check the imported values and if everything seems right. If you want to remove a row, click on the row index to delete it.

Finally if everything is fine, click on Import Data to begin importing the data.

After Importing #

Once import is done, you'll see the Import Complete modal

Clicking on Show Me will take you to the List View of the newly created entries. Clicking on Done will reset the Import Wizard allowing you to make more entries.

Picking Import Columns #

You can pick the specific columns you want to import by clicking on the ... button and then clicking on Pick Import Columns.

This will open the Pick Import Columns modal

The fields marked by the red * are required fields and cannot be unselected. Other than these you can choose to keep or remove the rest of the columns.

Removing a column will:

1. Remove it from the exported template.
2. Prevent it from being assigned to a column.

Column Assignment Bar #

The Column Assignment Bar is used to mark a column in the table as a certain field. This is useful if the file you have selected doesn't use the Import Wizard's template.

Along with assigning columns you can even de-assign columns by selecting None

If None is selected then that column is ignored while importing data.

Importing Entries with Child Tables #

Sales Invoice is an example of an entry with a child table. Here child table refers to the items table which lists all the items included in the sale.

When importing entry with a child table:

1. Unique placeholder names should be provided even if the entry uses a Number Series.
2. Each row in the child table should be one row.
3. All rows of an entry should have the same non child table row data.

For Example

Here the import table has two Sales Invoices with unique names A, and B.

Invoice A has two items and Invoice B has three items. Each item is a single row in the import table.

And for every child table row in the import table the non child table data, i.e. Invoice Name and Customer are repeated.