Download Templates

Overview

To import data into Accoraze, you must use the official CSV templates. These templates have the correct column headers and format expected by the system. Using other formats may cause import errors.

Where to Find Templates

Go to the module you want to import into (Products, Customers, Suppliers, Orders, or Expenses)
Click Import or Import / Export
Look for a Download Template button
Click it to download the CSV file to your device

Available Templates

Module	Template File	Required Columns
Products	products_import.csv	name, price
Customers	customers_import.csv	name
Suppliers	suppliers_import.csv	name
Orders	orders_import.csv	date, customer, items
Expenses	expenses_import.csv	date, description, amount

Each template includes all available fields. Required fields are marked — optional fields can be left empty.

Template Format

Templates are CSV files with:

UTF-8 encoding — Ensures special characters display correctly
Comma-separated values — Standard CSV format
First row — Column headers
Subsequent rows — Data entries

Opening Templates

You can open CSV templates in:

Microsoft Excel — Most common
Google Sheets — Free, browser-based
Apple Numbers — For Mac users
Any text editor — For manual editing

For large datasets, Excel or Google Sheets is recommended for easier data entry.

Template Columns

Products Template

Column	Required	Description
name	Yes	Product name
price	Yes	Selling price (numeric)
sku	No	Internal SKU code
barcode	No	Barcode value
category	No	Category name
quantity	No	Stock quantity
low_stock_threshold	No	Alert threshold
description	No	Product description
status	No	active or inactive

Customers Template

Column	Required	Description
name	Yes	Customer name
email	No	Email address
phone	No	Phone number
address	No	Full address
company	No	Company name
notes	No	Internal notes

Suppliers Template

Column	Required	Description
name	Yes	Supplier name
email	No	Email address
phone	No	Phone number
address	No	Business address
notes	No	Internal notes

Orders Template

Column	Required	Description
date	Yes	Order date (YYYY-MM-DD)
customer	No	Customer name
product	Yes	Product name
quantity	Yes	Quantity ordered
price	Yes	Unit price
total	Yes	Line total
status	No	pending, completed, cancelled

Expenses Template

Column	Required	Description
date	Yes	Expense date (YYYY-MM-DD)
description	Yes	What the expense was for
category	Yes	Expense category
vendor	No	Who you paid
amount	Yes	Amount (numeric)
payment_method	No	cash, bank, card, etc.
reference	No	Invoice or receipt number
notes	No	Additional notes

Do Not Modify Headers

The column headers in the template must remain exactly as they are. Changing header names will cause the import to fail. You can leave optional columns empty, but do not rename or remove columns.

Import Data — How to import your completed template
Supported Modules — Which modules support import
Common Import Errors — Troubleshooting tips

On this page