FAQ: How do I import multi-line transactions?
When importing transactional data (like Invoices or Purchase Orders) that contain multiple line items using Zudello's Imports feature, you need to structure your CSV or TXT file correctly so the system understands which lines belong to which header document.
Method: Repeating Header Information
The standard method is to repeat the unique header information for the transaction on each row that represents a line item belonging to that transaction.
File Structure Example (CSV):
DocumentNumber,DateIssued,SupplierCode,LineNumber,ItemSKU,LineQuantity,LineUnitPrice,LineDescription
INV-001,2025-04-22,SUPP01,1,ITEM-A,2,10.00,Widget A
INV-001,2025-04-22,SUPP01,2,ITEM-B,5,5.50,Widget B
INV-002,2025-04-22,SUPP02,1,ITEM-C,1,100.00,Service C
INV-003,2025-04-23,SUPP01,1,ITEM-A,1,10.50,Widget A Red
INV-003,2025-04-23,SUPP01,2,ITEM-D,3,25.00,Gadget D
INV-003,2025-04-23,SUPP01,3,FREIGHT,1,15.00,Shipping Charge
Explanation:
- Header Columns: Include columns for both header-level information (e.g.,
DocumentNumber,DateIssued,SupplierCode) and line-level information (e.g.,LineNumber,ItemSKU,LineQuantity,LineUnitPrice,LineDescription). - Repeating Data: Notice how
DocumentNumber,DateIssued, andSupplierCodeare repeated for all lines belonging to the same invoice (INV-001 has two rows, INV-003 has three rows). - Unique Identifier: The
DocumentNumber(or another unique header identifier you choose to map) acts as the key for Zudello to group the lines together. - Line Number: Including a
LineNumbercolumn helps define the order of lines within a single transaction.
Import Process:
- Prepare File: Structure your CSV/TXT file as shown above.
- Initiate Import: Go to Settings > Imports, click Create Import, select the target Module/Submodule (e.g., Purchasing / Invoice), and upload your file.
- Map Fields: During the mapping step:
- Map the header columns (DocumentNumber, DateIssued, SupplierCode) to the corresponding Zudello Transaction Header fields.
- Map the line columns (LineNumber, ItemSKU, LineQuantity, etc.) to the corresponding Zudello Transaction Line fields.
- Run Import: Zudello will process the file, identify rows with the same unique header identifier (like DocumentNumber), create a single header record for each unique identifier, and create the corresponding line items linked to that header.
This method ensures that all lines are correctly associated with their respective header documents during the bulk import process.
See also: Importing Records.
title: How do I import multi-line transactions? description: Explanation of how to structure CSV/TXT files for importing transactions with multiple lines in Zudello. slug: /faq/data-management/import-multi-line sidebar_label: How do I import multi-line transactions?
FAQ: How do I import multi-line transactions?
When importing transactional data (like Invoices or Purchase Orders) that contain multiple line items using Zudello's Imports feature, you need to structure your CSV or TXT file correctly so the system understands which lines belong to which header document.
Method: Repeating Header Information
The standard method is to repeat the unique header information for the transaction on each row that represents a line item belonging to that transaction.
File Structure Example (CSV):
DocumentNumber,DateIssued,SupplierCode,LineNumber,ItemSKU,LineQuantity,LineUnitPrice,LineDescription
INV-001,2025-04-22,SUPP01,1,ITEM-A,2,10.00,Widget A
INV-001,2025-04-22,SUPP01,2,ITEM-B,5,5.50,Widget B
INV-002,2025-04-22,SUPP02,1,ITEM-C,1,100.00,Service C
INV-003,2025-04-23,SUPP01,1,ITEM-A,1,10.50,Widget A Red
INV-003,2025-04-23,SUPP01,2,ITEM-D,3,25.00,Gadget D
INV-003,2025-04-23,SUPP01,3,FREIGHT,1,15.00,Shipping Charge
Explanation:
- Header Columns: Include columns for both header-level information (e.g.,
DocumentNumber,DateIssued,SupplierCode) and line-level information (e.g.,LineNumber,ItemSKU,LineQuantity,LineUnitPrice,LineDescription). - Repeating Data: Notice how
DocumentNumber,DateIssued, andSupplierCodeare repeated for all lines belonging to the same invoice (INV-001 has two rows, INV-003 has three rows). - Unique Identifier: The
DocumentNumber(or another unique header identifier you choose to map) acts as the key for Zudello to group the lines together. - Line Number: Including a
LineNumbercolumn helps define the order of lines within a single transaction.
Import Process:
- Prepare File: Structure your CSV/TXT file as shown above.
- Initiate Import: Go to Settings > Imports, click Create Import, select the target Module/Submodule (e.g., Purchasing / Invoice), and upload your file.
- Map Fields: During the mapping step:
- Map the header columns (DocumentNumber, DateIssued, SupplierCode) to the corresponding Zudello Transaction Header fields.
- Map the line columns (LineNumber, ItemSKU, LineQuantity, etc.) to the corresponding Zudello Transaction Line fields.
- Run Import: Zudello will process the file, identify rows with the same unique header identifier (like DocumentNumber), create a single header record for each unique identifier, and create the corresponding line items linked to that header.
This method ensures that all lines are correctly associated with their respective header documents during the bulk import process.
See also: Importing Records.