Supported File Formats for Data Import Operations
The system allows you to upload files in XLS or XLSX format, in addition to CSV, across all import screens in the system, without needing to manually convert your files beforehand. This guide explains the supported formats, how the automatic conversion process works, and what happens if a file cannot be processed.
Supported Formats
- All import screens in the system that previously accepted CSV files only now also accept XLS and XLSX files.
- The file type selector or hint shown on import screens has been updated to reflect all supported formats.
How the Conversion Process Works
- When an XLS or XLSX file is uploaded, the system automatically converts it to CSV format in the background before processing begins.
- This conversion happens invisibly to the user; the import flow and the column mapping screen behave exactly the same way, regardless of whether the original file was CSV, XLS, or XLSX.
Error Message on Processing Failure
If the file cannot be converted (for example, if the file is corrupted or in an unsupported format), the following error message appears:
“The uploaded file could not be processed. Please ensure it is a valid XLS, XLSX, or CSV file and try again.”
Scope
This feature applies to all import operations across all modules in the system, including but not limited to:
- Invoices.
- Clients.
- Suppliers.
- Journal Entries.
- Products & Services.
- Price Lists.
- Expenses.
- Incomes.
Notes
- There’s no need to manually convert Excel files to CSV before uploading; you can upload the file directly in its original format (XLS or XLSX), and the system will handle the conversion automatically.
- If you encounter the processing failure error message, make sure the file is not corrupted and that it is in one of the supported formats (XLS, XLSX, or CSV) before trying again.