CSV Import Hub & Migration Overview

Gather clean source files and create referenced categories, products, and warehouse locations before importing stock.

1. 1
   Open CSV Import and choose the data type you need.
2. 2
   Download its template and enter one record per row without renaming the column headers.
3. 3
   For a new company, import categories, suppliers, and products before opening stock or lots.
4. 4
   Under Existing records, choose Create only or Create or update. Select Validate, fix errors, then Import.
5. 5
   Open a sample record from each imported file before starting the next file.
6. 6
   Keep the validated source files and import results with the migration workpaper.

If many rows fail, stop the sequence and resolve the template or reference data first.

Review the accepted, failed, and skipped counts. Open sample records and compare them with the file you supplied.

WARNING: Validate does not save records; Import does. Save the row results before retrying so you do not duplicate or overwrite data.