डेटा इम्पोर्ट

Intermediate · 8 min · Getting started

Bring existing data in from a spreadsheet or from Tally / Zoho, instead of typing it again.

डेटा इम्पोर्ट

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Most businesses already have hundreds of products, customers and suppliers somewhere: in Tally, Zoho or an Excel sheet. Typing them again is slow and error-prone. Import data lets you fill a template, upload it and check a preview before anything is saved. It is usually done once by the owner or accountant, right after Business Setup.

Before you start

Finish Business Setup, especially the tax step
Export your lists from Tally, Zoho or your spreadsheet
Decide your go-live date for opening balances

Step by step

Open Import dataOpen Import data from the Stockivio ERP menu.
Choose what you are importingPick the kind of data, such as products, customers or suppliers, or choose the Tally / Zoho route if your data comes from there.
Download the templateDownload the template for that kind of data. Keep its column headings exactly as they are.
Fill the templateCopy your data into the template, one record per row. Check GSTINs (15 characters, starting with the state code), phone numbers and opening balances.
Upload the fileUpload the filled file.
Check the previewRead the preview carefully before confirming. Look for rows that were skipped or show an error, and fix them in your file.
ConfirmConfirm the import only when the preview is right. Then open the matching screen (Inventory, Customers or Suppliers) to check a few records.

Worked example

Mehta Medicals in Pune has 1,240 medicines and 85 credit customers in an Excel sheet. The owner wants them in Stockivio before going live on 1 Dec 2026.

Open Import data and choose products.
Download the template and paste the 1,240 medicines with their sale price, purchase price, GST rate and opening stock as on 30 Nov 2026.
Upload the file; the preview shows 1,236 good rows and 4 rows with a missing GST rate.
Fix the 4 rows in Excel, upload again and confirm.
Repeat with the customer template for the 85 customers and their opening balances, totalling ₹3,42,000.

Result: Inventory lists all 1,240 medicines with their stock, and Customers shows 85 customers whose Opening Balance column adds up to ₹3,42,000.

💡 Tips

Import a small file of 5-10 rows first to learn how the template behaves.
Import products, customers and suppliers before any opening balances that refer to them.
Keep a copy of every file you upload, so you can trace a wrong figure later.
Totals matter: compare the total opening stock value and total balances with your old system.

⚠️ Common mistakes

Changing the template's column headings, which makes columns land in the wrong place.
Confirming without reading the preview, then finding duplicates.
Importing the same file twice. If you are unsure whether an import ran, check the list screen first.

सवाल

Can I import from Tally directly?

Import data supports bringing data in from Tally / Zoho as well as from a spreadsheet. See the lesson Moving from Tally for the full order.

What if I find mistakes after confirming?

Correct individual records on their own screens. For many records, Bulk Operations lets you change them together with a preview.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Import data and choose products.
Scene 2: Download the template and show the column headings.
Scene 3: Paste a few rows in a spreadsheet and save.
Scene 4: Upload and walk through the preview, including an error row.
Scene 5: Confirm and open Inventory to check the new products.