Import Data

Overview

Importing data lets you add multiple records at once — faster than entering them one by one. Accoraze imports data from CSV files that follow the official template format.

Before You Start

1. Download the template for the module you are importing (see Download Templates)
2. Fill in the data — enter all required fields and any optional fields you need
3. Save as CSV — ensure the file is saved in CSV format with UTF-8 encoding
4. Review for errors — check for missing required fields, invalid formats, or duplicate entries

Steps to Import

Step 1 — Go to the Module

Navigate to the module you want to import into (Products, Customers, Suppliers, Orders, or Expenses).

Step 2 — Open Import

Click Import or Import / Export, then select Import.

Step 3 — Upload Your File

1. Click Choose File or drag and drop your CSV file
2. The file is uploaded and processed

Step 4 — Review the Preview

After upload, Accoraze shows a preview of the data:

• Valid rows — shown in green or normal formatting
• Errors — shown in red or with warning icons
• Skipped rows — rows with critical errors may be skipped

Review the preview carefully before confirming.

Step 5 — Fix Errors (if any)

If errors are shown:

1. Read the error description (e.g., "Missing required field: name")
2. Click on the error to see which row it applies to
3. Fix the error in your CSV file
4. Re-upload the corrected file

Common errors are listed below.

Step 6 — Confirm Import

When the preview shows no critical errors:

1. Click Confirm Import or Import
2. Wait for the import to complete
3. Review the final report — how many records imported successfully

Common Errors

Missing Required Fields

Error: "Required field 'name' is missing"

Fix: Ensure every row has a value in the required columns (name, price, date, etc.)

Invalid Price Format

Error: "Invalid price format"

Fix: Use numeric values only. 19.99 is valid. $19.99 or 19.99 USD is not.

Duplicate SKU

Error: "Duplicate SKU found"

Fix: Each SKU should be unique. Check for duplicate values in the SKU column.

Invalid Date Format

Error: "Invalid date format"

Fix: Use YYYY-MM-DD format (e.g., 2026-01-15). Avoid 01/15/2026 or Jan 15, 2026.

Encoding Issues

Error: Special characters appear as garbled text

Fix: Save the CSV file with UTF-8 encoding. In Excel, use "Save As" → "CSV UTF-8".

Empty Required Columns

Fix: Leave no rows with empty required fields. Even if the row has partial data, a missing name or date will cause an error.

Import Behavior

• New records — If a matching record does not exist, a new one is created
• Updated records — If a match is found (by name, SKU, or other identifier), the existing record may be updated
• Duplicates — Some modules may create duplicates instead of updating — check the preview

Import Limitations

• Large files may take time to process. Keep the browser open until complete.
• Import is one-directional (CSV to Accoraze). Data cannot be exported back to a custom format after import.
• Some complex data (nested structures, relationships) may not import correctly.

Related

• Download Templates — Getting the correct template
• Supported Modules — Which modules support import
• Export Data — Exporting data from Accoraze