Importing Master Data using Excel Import

Created by Vani Vashisht, Modified on Tue, Aug 27, 2024 at 1:45 PM by Vani Vashisht

Import Layouts are provided for many common master tables such as Vendor, Customer, Item, GL Account and Dimensions.

1. The first step is to create an import mapping. For example, the image below shows an import mapping for VENDORS.

2. You can create your own mapping by inserting the Column Name and mapping it to the associated field name from the Vendor Table.

For example, the Column Address is mapped to the Address field from the Vendor table.

4. Once everything is mapped and finalized. Export the excel template.

5. To run the master import click on the Import from Excel action.

6. Choose the local file from the system, then OK.

7. Vendors data will be created.