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Version: Current

Step 2: Initiate Import and Upload File

Start the import process within Zudello settings and upload the CSV file containing your new records.

Steps:

  1. Navigate to Imports:
    • Click the company menu (top right) > Settings.
    • Click Imports in the left sidebar.
  2. Create New Import: Click Create.
  3. Select Target:
    • Choose the Module where the records should be created (e.g., Inventory).
    • Choose the specific Submodule (e.g., Items).
  4. Select Form/Status (Optional):
    • If creating records that use different Document Types (Forms), you can select a specific Form here to apply it to all records in this import. Leave blank to use the default form.
    • You can select a Status to apply to all newly created records. Leave blank to use the default creation status (often Active or Draft).
  5. Continue: Click Continue.
  6. Upload File:
    • Drag and drop your prepared CSV file onto the upload area.
    • Or, click Click here to upload and select your CSV file.

What Happens Next?

Zudello uploads the file and prepares for field mapping, where you'll tell Zudello which column in your file corresponds to which field in Zudello.

Next Step: Map Fields and Run Import

Related How-To Guides: