Inserting New Records

The Data Import Tool in ERPNext allows users to upload bulk records into the system using a predefined template. This document outlines the step-by-step process for importing new records.

1. Navigate to Data Import
2. Select the Document Type
3. Select Import Type as Insert New Records.
4. Click on Save.
5. Now, click on Download Template.
6. While inserting new records, the template should be blank. If you have a few records in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template.
7. Select the File Type of the export template.
8. Select the fields you want to include in the document.
9. Click on Export.
10. Now, save your template as an Excel or Comma-Separated Values (CSV) file.

You can leave the ID column as blank while inserting new records. When you import this template, each row will make a record in the system.

11. Once the template is updated and ready with the data, we can import it. For more details, check here.