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CSV Imports and Preparing Data

HirePOS Guides01. Getting Started03. CSV Imports and Exports

CSV Imports and Preparing Data

Data can be imported in bulk via a CSV file into the following areas.

  • Items

    • Setup > Items > Options > Import Items CSV

  • Item Prices

    • Setup > Items > Options > Import Item Prices CSV

  • Item Groups

    • Setup > Item Related > Item Groups (Master Records)

  • Item Serials

    • Setup > Items > Options > Import Item Serials CSV

  • Customers

    • Setup > Customers > Options > Import CSV File

  • Suppliers

    • Setup > Suppliers > Options > Import CSV File

  • Sales Stocktake

    • Setup > Item Related > Sales Stocktake > Import CSV

  • Bank Feeds / Bank Reconciliation

    • Banking > Bank Reconciliation > (select account) > Import CSV

  • Supplier Price List

    • Setup > Items > Options > Import Supplier Pricelist CSV

  • Contracts

    • Setup > Preferences > Sales > Options > Import Contracts CSV

  • Invoices (Balances Carried Forward)

    • Setup > Preferences > Sales > Options > Import Invoices