Excel / CSV

Mass data import and export via Excel or CSV files, with validation and field mapping.

Data

Synchronized Entities

  • Catalogs (products, customers, suppliers)
  • Transactions (sales, purchases, payments)
  • Initial inventory
  • Accounting balances

Integration Flow

  1. Download Excel/CSV template with required structure
  2. Fill in data in the template
  3. Upload file to ERP
  4. Automatic data validation
  5. Error review and correction
  6. Final import

Security

  • Structure and data type validation
  • Duplicate detection
  • Import audit log
  • Rollback on error

Frequently Asked Questions

You can use Excel (.xlsx) or CSV (.csv). We recommend Excel for better compatibility.
Yes, you can import historical data respecting system structure and validations.

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