Import from a spreadsheet

Import in this order: customers, then sites, then contacts, then assets. Each one needs the one before it to exist.

1. Open Settings → Import centre and select New import.
2. Choose What are you importing?
3. Select Download template if you want a file with the right columns.
4. Choose your file (.csv or .xlsx, up to 10 MB and 20,000 rows) and select Upload and continue.
5. Match columns: tell Sustainable ERP which of your columns is which. Pick Don’t import for columns you don’t need.
6. Select Check rows. You’ll see how many rows are ready and any problems, row by row.
7. Select Import with the number of good rows, for example Import 240 rows.

Nothing is saved until the last step. Rows with problems are skipped; select Download rows not imported, fix them and import that file again.

For customers, tick Skip customers that already exist (same name) to avoid duplicates.