{"id":150967,"date":"2026-10-14T15:00:32","date_gmt":"2026-10-14T15:00:32","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%a7%d9%84%d8%a8%d9%8a%d8%a7%d9%86%d8%a7%d8%aa-%d9%85%d9%86-excel-%d8%aa%d8%ac%d9%87%d9%8a%d8%b2-%d8%a7%d9%84%d9%85%d9%84%d9%81-%d9%88%d8%b1%d8%a8%d8%b7\/"},"modified":"2026-10-18T13:31:20","modified_gmt":"2026-10-18T13:31:20","slug":"importing-data-from-excel-preparing-the-file-mapping-columns-and-resolving-import-errors","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/importing-data-from-excel-preparing-the-file-mapping-columns-and-resolving-import-errors\/","title":{"rendered":"Importing Data from Excel: Preparing the File, Mapping Columns, and Resolving Import Errors"},"content":{"rendered":"
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The system lets you enter large amounts of data at once from an Excel or CSV file, instead of entering it manually one record at a time: for example, a list of clients, products, invoices or journal entries. This guide explains which screens support importing, how to prepare the file, how to map the file’s columns to the system’s fields, how to update existing records, and how to fix common import errors.<\/p>\n

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Note:<\/strong> The permission you need depends on what you import: importing clients needs the Add New Client<\/strong> permission, importing invoices needs the permission to add invoices, and importing employees needs the permissions to add and edit employees. You set them in Roles<\/strong><\/a>.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. What can you import?<\/strong><\/a><\/li>\n
  2. Preparing the import file<\/strong><\/a><\/li>\n
  3. Import steps<\/strong><\/a><\/li>\n
  4. Mapping columns to fields<\/strong><\/a><\/li>\n
  5. Updating existing records instead of creating new ones<\/strong><\/a><\/li>\n
  6. Import result and tracking<\/strong><\/a><\/li>\n
  7. Limits<\/strong><\/a><\/li>\n
  8. Import errors and solutions<\/strong><\/a><\/li>\n
  9. FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    What can you import?<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Data<\/th>\nWhere to start the import<\/th>\nProcessing<\/th>\n<\/tr>\n
    Clients<\/strong><\/td>\nImport Clients<\/strong><\/a><\/td>\nIn the background, with a tracking page<\/td>\n<\/tr>\n
    Suppliers<\/strong><\/td>\nImport Suppliers<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Products & Services<\/strong><\/td>\nImport Products<\/strong><\/a><\/td>\nIn the background, with a tracking page<\/td>\n<\/tr>\n
    Expenses<\/strong> and Incomes<\/strong><\/td>\nImport Expenses<\/strong><\/a> and Import Incomes<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Sales invoices<\/strong><\/td>\nImport Invoices<\/strong><\/a><\/td>\nIn the background, with a tracking page<\/td>\n<\/tr>\n
    Journal entries<\/strong><\/td>\nImport Journal<\/strong><\/a><\/td>\nIn the background, with a tracking page<\/td>\n<\/tr>\n
    Assets<\/strong><\/td>\nImport Assets<\/strong><\/a><\/td>\nIn the background, with a tracking page<\/td>\n<\/tr>\n
    Employees<\/strong><\/td>\nImport Employees<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Contracts<\/strong> and Payslips<\/strong><\/td>\nFrom the Contracts<\/strong><\/a> or Payslip<\/strong><\/a> list<\/td>\nImmediate<\/td>\n<\/tr>\n
    Attendance logs<\/strong>, Attendance Days<\/strong> and Temporary Shifts<\/strong><\/td>\nImport attendance logs<\/strong><\/a>, Attendance Days<\/strong><\/a> and Temporary Shifts<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Price list items<\/strong><\/td>\nFrom the price list’s page in Price Lists<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Stocktaking items<\/strong><\/td>\nFrom the stocktaking’s page in Manage Stocktaking<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Bank statement<\/strong><\/td>\nFrom the bank account’s page in Treasuries & Bank Accounts<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Product barcodes<\/strong><\/td>\nImport Product Barcodes<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Employee assets<\/strong><\/td>\nImport Employee Assets<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n
    Time tracking<\/strong><\/td>\nImport Time-sheet<\/strong><\/a><\/td>\nImmediate<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    There is currently no direct import for purchase invoices or the chart of accounts. Opening stock balances are imported with the products from the quantity column, or through Manage Stocktaking.<\/strong><\/a><\/p>\n

    Preparing the import file<\/h2>\n