Data Import & Export
Move data in and out fast. Bulk-import items, customers and suppliers from Excel/CSV, export your catalogue and reports, and understand import validation and errors.
Video guide: Data Import & Export
On this page
Import items, customers & suppliers
- Open the relevant list (Items, Customers or Suppliers).
- Click Import and download the template.
- Fill the template in Excel and save as Excel/CSV.
- Upload the file — rows are validated before they are applied.
📷[Screenshot: Import items from Excel]
Export items, customers & reports
Export your catalogue, customer/supplier lists and most reports to Excel/CSV (and PDF for reports) using the export button.
Import validation & errors
Imports are validated for required fields and formats. If rows fail, you get an error list showing which rows and why — fix them in the sheet and re-upload.
Use the Bulk Price Update round-trip for price-only changes — see Bulk price update.
Data backup & transfer
Your data lives in the cloud and is backed up automatically. Administrators can export company data; a company data export/import tool can move a whole company’s data when needed.
Frequently asked questions
How do I import my items?
Open Items → Import, download the template, fill it in Excel, and upload. Rows are validated before import and any errors are listed for you to fix.
Can I export my data?
Yes — export items, customers, suppliers and reports to Excel/CSV (reports also to PDF). Your data is backed up in the cloud automatically.