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removed old data-import page
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Kenneth Sequeira
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<!-- add-breadcrumbs -->
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# Data Import Tool
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The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system.
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To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button:
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<img alt="Start Import" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-1.png">
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The tool has two sections, one to download a template and the second to upload
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the data.
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(Note: Only those DocTypes are allowed for Import whose Document Type is
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"Master" or Allow Import property is set.)
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### 1\. Downloading The Template
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Data in ERPNext is stored in tables, much like a spreadsheet with columns and
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rows of data. Each entity in ERPNext can have multiple child tables associated
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with it too. The child tables are linked to the parent tables and are
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implemented where there are multiple values for any property. For example an
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Item can have multiple prices, An Invoice has multiple Items and so on.
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* Select Doctype for which template should be downloaded.
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* Check fields to be included in the template.
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* Click on "Download Blank Template".
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* For bulk editing, you can click on "Download With Data".
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-tool-template.gif">
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### 2\. Fill in the Template
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After downloading the template, open it in a spreadsheet application and fill
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in the data below the column headings.
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-file.png">
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Then export your template or save it as a Excel or Comma Separated Values (CSV)
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file. To export the document in Excel tick the checkbox for Download in Excel File Format
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-csv.png">
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### Download in Excel
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-excel.png">
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### 3\. Upload the File ethier in .xlsx or .csv
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Finally attach the file in the section. Click on the "Upload". Once the upload is successfull click Import"
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button.
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<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-3.png">
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<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-4.png">
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#### Notes:
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1. Make sure that if your application allows, use encoding as UTF-8.
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1. Keep the ID column blank for new records.
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### 4. Uploading All Tables (Main + Child)
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If you select all tables, you will get columns belonging to all the tables in
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one row separated by `~` columns.
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If you have multiple child rows then you must start a new main item on a new
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row. See the example:
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Main Table ~ Child Table
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Column 1 Column 2 Column 3 ~ Column 1 Column 2 Column 3
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v11 v12 v13 c11 c12 c13
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c14 c15 c17
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v21 v22 v23 c21 c22 c23
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> To see how its done, enter a few records manually using forms and export
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"All Tables" with "Download with Data"
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### 5. Overwriting
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ERPNext also allows you to overwrite all / certain columns. If you want to
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update certain columns, you can download the template with data. Remember to
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check on the “Overwrite” box before uploading.
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> Note: For child records, if you select Overwrite, it will delete all the
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child records of that parent.
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### 6. Upload Limitations
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ERPNext restricts the amount of data you can upload in one file. Though the
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number may vary based on the type of data. It is usually safe to upload around
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1000 rows of a table at one go. If the system will not accept, then you will
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see an error.
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Why is this? Uploading a lot of data can cause your system to crash, specially
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if there are other users doing things in parallel. Hence ERPNext restricts the
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number of “writes” you can process in one request.
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***
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#### How to Attach files?
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When you open a form, on the right sidebar, you will see a section to attach
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files. Click on “Add” and select the file you want to attach. Click on
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“Upload” and you are set.
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#### What is a CSV file?
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A CSV (Comma Separated Value) file is a data file that you can upload into
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ERPNext to update various data. Any spreadsheet file from popular spreadsheet
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applications like MS Excel or Open Office Spreadsheet can be saved as a CSV
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file.
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If you are using Microsoft Excel and using non-English characters, make sure
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to save your file encoded as UTF-8. For older versions of Excel, there is no
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clear way of saving as UTF-8. So save your file as a CSV, then open it in
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Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!)
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####Help Video on Importing Data in ERPNext from Spreadsheet file
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<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
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