Admin & Data
Import Old Data
Move data from old software without breaking reports.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
Start with the expected import format before mapping columns.
Load the file and inspect preview errors first.
Import only after the preview is fully clean.
When to Use This
Switching from old billing/ledger software.
Bulk loading inventory or customer data.
Strategic Value
"Safe imports protect historical numbers and future reports."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
CSV Mapping Grid
Capture mapped columns and required fields.
UI Reference
Import Error Table
Capture only row number and error reason columns.
Detailed Instructions
Follow these in order while working inside the app.
Download the expected CSV template.
Step 1Complete this step in the app, then move to the next one.
Match source columns to required headers.
Step 2Complete this step in the app, then move to the next one.
Upload and review preview errors.
Step 3Complete this step in the app, then move to the next one.
Fix all red errors and re-upload.
Step 4Complete this step in the app, then move to the next one.
Run import and validate totals in reports.
Step 5Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"If opening stock was 100 in old system, verify same stock after import."
Pro Tip
Import one sample file first before full historical data.
Common Gotchas
Changing template header names.
Mixing number and text values in amount columns.
Skipping post-import validation.