### Step 1. Download Template Do you want to over-write records? Warning: Over-writing the data of child tables, will delete all old entries from child tables. For more info see below ### Step 2. Upload and Import
Select CSV File to be imported |
Date format in source CSV |
### Data Import Guide Get the template of the DocType for which you want to import in CSV (Comma seperated values) format. Fill in the data in the template. You can remove columns that are not relevant Save the template in CSV format Select the saved CSV file, identify the date format if any Click on "Import" #### Over-writing Guide To over-write data, click on "Do you want to over-write records?" and then download template To over-write parent table data, mention existing ID in "Name" column Over-writing of child table data will delete all previous data from child table of those parents which you are importing. So before over-writing child tables, take a backup of the child table data by exporting from report builder. Re-import all rows of the child table for a particular parent. For example: If you want to overwrite tax rate for tax account "VAT" ifor item: ITEM001 and suppose there are 3 rows in "Item Tax" table for item : ITEM001. While overwriting the system will delete all 3 rows. So, you have to re-import all 3 rows for that item. Over-write checkbox will be checked while importing #### Do you have Non-English data? You may need to save the file with UTF-8 encoding for data to be imported correctly. Microsoft Excel Users: There is no obvious way of saving a CSV file with UTF-8 encoding. You will need to follow these steps: In Excel, save the file in CSV (Comma Delimited) format Open this saved file in Notepad Click on File -> Save As File Name: <your filename>.csv Save as type: Text Documents (*.txt) Encoding: UTF-8 Click on Save OpenOffice or LibreOffice Users: While saving as CSV, check "Edit Filter Settings". You will be prompted for Encoding. Make sure it is "UTF-8" and click on OK. | ### Import Log: