Skip to main content
Version: Current

Step 1: Prepare CSV File for New Records

Create a spreadsheet containing the data for the new records (e.g., Items) and save it in the correct CSV format.

Steps:

  1. Open Spreadsheet Software: Use a program like Microsoft Excel, Google Sheets, or Apple Numbers.
  2. Create Header Row: In the first row, enter column headers that clearly describe the data in each column. These headers should ideally match (or closely resemble) the corresponding field names in Zudello for easier mapping later.
    • Example Headers for Items: SKU, Name, Description, Default Tax Rate Code
  3. Enter Data Rows: In the subsequent rows, enter the data for each new record you want to create. Each row represents one record.
    • Ensure data matches the expected format for the Zudello field (e.g., dates as YYYY-MM-DD).
    • For fields linking to other Zudello records (like Default Tax Rate Code), enter the Code or External ID of the existing record in Zudello, not its name.
    • Example Data Row: ITEM-001, Widget A, Standard Widget, GST
  4. Review Data: Check your data for accuracy and completeness. Ensure all required fields for creating the record type in Zudello are included as columns.
  5. Save as CSV:
    • Go to File > Save As or File > Download.
    • Choose the file format CSV (Comma delimited) (*.csv). Crucially, select CSV UTF-8 if available to ensure proper character encoding.
    • Give the file a descriptive name (e.g., new-items-import.csv).

What Happens Next?

Your data is prepared in the correct format for upload.

Next Step: Initiate Import and Upload File

Related How-To Guides: