Import Data in Upbooks

Effortlessly import data using predefined CSV formats. This guide covers importing clients and handling multiple line items for orders or enquiries.

Importing Clients

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

A modal explains each column in the template and lets you download a sample file. Upload the completed CSV to schedule the import.

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

Importing Orders/Enquiries with Multiple Line Items

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

Example CSV:

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

Group multiple rows by using the same order/enquiry number for line items. The import utility groups and inserts a single order/enquiry instead of duplicates.

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