CSV import
In Arabic استيراد ملفات CSV
A CSV import loads many records into a system at once from a comma-separated values file, in which each row is a record and each column a field.
In plain words
Moving to a new ERP, or onboarding a hundred new customers, means data that already lives in a spreadsheet. A CSV import brings it in at once instead of typing each record. It is also how opening balances and charts of accounts usually arrive.
The file’s columns are matched to the system’s fields, ideally by header name so their order does not matter. Each row should pass the same checks as a record typed on screen: required fields, valid tax numbers, codes not already in use.
The common mistake is an import that saves the good rows and skips the bad ones. Half the customers arrive, nobody knows which, and fixing the file means hunting for duplicates. An import should land whole or not at all.
- Rows in the file
- 1,500
- Codes already in use
- 4
- Tax numbers not valid
- 2
- Rows to fix before importing
- 6
In Axon Suite
How Axon Suite handles it
Axon Suite imports customers, vendors, items, the chart of accounts and journals from CSV, up to 5,000 rows a file. Every row passes the same checks as one typed on screen, and one bad row means nothing is saved.
Feature
File imports that land whole
Bring in customers, vendors, items, the chart of accounts and journals from a CSV file. Every row passes the same checks as one typed on screen, and one bad row means nothing is saved.
Open: File imports that land whole