Data Import Tool

The Data Import Tool lets you import records from a CSV/Excel file.

Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system.

To begin importing data, go to:

Home > Data Import and Settings > Import Data

Or go to the Document you want to import and click on Menu > Import:

Start Import

Before using Data Import ensure that you have all of your data ready.

1. Inserting New Records

Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data.

1.1 Download the Template

  1. Go to Customer List, click on Menu > Import. Click on New.<