Imports

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Import Data in Upbooks #

Effortlessly import data into Upbooks using predefined CSV formats. This guide covers the step-by-step process for importing clients and handling multiple line items for orders or enquiries.

Importing Clients #

To import clients into Upbooks, follow these steps:Context Menu

  1. Go to the Clients list page.
  2. Click on the context menu at the top right corner.
  3. Select “Import Clients.”

A modal popup will appear with options to download the sample file and an explanation of each column in the import template.Import Modal

Download the sample file, fill in your data, and upload the CSV file. Please note that the imported file is scheduled and may take some time before the data is fully imported.

Limitation: We recommend importing a maximum of 1000 line items at a time.

Importing Orders/Enquiries with Multiple Line Items #

For orders or enquiries with multiple line items, follow these steps:Context Menu

  1. Go to the Orders or Enquiries list page.
  2. Click on the context menu at the top right corner.
  3. Select “Import Orders/Enquiries.”

In the modal popup, download the sample file and find an explanation of each column in the import template.Import Modal

Example CSV for Orders/Enquiries:

  OrderNumber,Product,Quantity,Price
  1001,Product A,3,50.00
  1001,Product B,2,30.00
  1002,Product C,1,25.00
    

Ensure to group multiple rows by adding the same order/enquiry number for line items. The import utility will intelligently group and insert a single order/enquiry instead of multiple entries with the same number.

Fill in your data, upload the CSV file, and wait for the scheduled import process to complete.

Limitation: We recommend importing a maximum of 1000 line items at a time.