Setup & Settings
Import & export
Import customers or items from CSV, Excel, JSON, or Tally; map columns, dry-run, then import.
What you can import
Open Settings → Import / Export. You can bulk-load Customers or Items from:
- CSV
- Excel (.xlsx / .xls)
- JSON (array of objects)
- Tally master export (LEDGER / STOCKITEM, XML or JSON)
You can also Export current to download your existing customers or items as CSV. When Suppliers is enabled, export suppliers from the Suppliers list page as well.
Fields
| Import | Required | Optional |
|---|---|---|
| Customers | Name | GSTIN, Email, Phone |
| Items | Name | Sale price (₹), SKU, HSN |
Step-by-step
- Choose Customers or Items.
- Provide data by File upload, Paste CSV, or JSON.
- Billing detects the columns and guesses the mapping. Fix any field by dragging a system field onto a column or using the dropdown. Required fields must be mapped.
- Review the preview (first rows) and the row count.
- Click Dry run to validate without saving. The result shows rows, created count, and per-row errors.
- When the dry run looks right, click Import now to write the records, or Background job for large files (it polls status until complete).
Tips
- Fix errors reported by the dry run before importing.
- Prices in the items template are rupees; they are converted to paise on import.
- Export first if you want a correctly shaped template to edit and re-import.