Importing Data
- Navigate to the module you would like to import data.
- Click on the Import option from the drop down.
- You will be directed to another page where the data you wish to be imported needs to be uploaded.
- Data can be uploaded either as a CSV (Comma Separated Value), a TSV (Tab Separated Value) or an XLS (Excel Spreadsheet) file from your hard drive. Also select the character encoding based on your import file and click on Next.
Note:
You have the option to download a sample file to compare it to the file you are importing to ensure that the import is quick and efficient. Click on sample file to download it to your computer.
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Now you will be asked to map the fields accordingly to properly import the data, map the fields mentioned in your import file with the fields of Zoho Books.
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Assign the appropriate title to the fields of the import file.
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In case you wish to save this preference for future imports, click on the check box.
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Click Next to proceed further.
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The Preview window which appears, will display a synopsis of information such as number of items that are ready to be imported, number of records skipped and unmapped fields.
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Click on Import to finish importing the file.
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