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Version: Current

FAQ: How do I import data into Zudello? What file formats are supported?

Zudello provides an Imports feature (Settings > Imports) allowing users with appropriate permissions to bulk create or update certain types of records using data from external files.

Supported File Formats:

  • CSV (Comma Separated Values): This is the most common format. Ensure the file uses commas as delimiters and is saved with UTF-8 encoding (especially important if creating/editing in Excel - use "Save As > CSV UTF-8").
  • TXT (Tab Separated Values): Plain text files where columns are separated by tabs.

Supported Record Types:

You can typically import data for:

  • Transactions: Including header and line item details (e.g., importing AP Invoices, POs, potentially Expenses). Requires careful file structure for lines.
  • Dimensions: Creating or updating records like GL Accounts, Departments, Locations, Projects, Tax Rates, etc.
  • Relationships: Creating or updating Suppliers, Customers, Employees.
  • Inventory: Creating or updating Items, Item Alternatives.
  • (Other specific models as enabled)

Import Process:

  1. Prepare Your File: Create your CSV or TXT file with the data you want to import.

    • The first row must be a header row containing unique names for each column.
    • Each subsequent row represents a record to be created or updated.
    • Ensure data matches the expected format for each field (e.g., dates YYYY-MM-DD, numbers without currency symbols).
    • For related fields (e.g., assigning a Supplier to an Invoice), use the Code or External ID of the related record, not its name. Ensure the related record already exists in Zudello.

  2. Initiate Import:

    • Navigate to Settings > Imports.
    • Click Create Import.
    • Select the Module and Submodule you are importing data for (e.g., Relationships / Supplier).
    • Choose the Import Type (usually "Create and Update").
    • Upload your prepared CSV or TXT file.
    • Click Next.

  3. Map Fields:

    • Zudello displays the headers from your file on the left and available Zudello fields on the right.
    • Drag and drop or select the corresponding Zudello field for each column header from your file that you want to import.
    • Ensure all mandatory Zudello fields are mapped.
    • Configure mapping options if needed (e.g., date formats).
    • Click Run Import. See Map Fields and Run Import.

  4. Review Results:

    • The import job runs in the background. Monitor its status on the Imports page.
    • If Completed, the data was imported successfully.
    • If Failed or Completed with Errors, click the status icon to view error messages, often indicating the specific row and field causing the problem. Correct your file and retry. See Review Import Results.

Permissions: You need #IMPORT, #CREATE, and potentially #UPDATE permissions for the target Module/Submodule.

See Troubleshooting Import Failing if you encounter issues.