The Data Import tool in ERPNext allows users to import records into the system using CSV or Excel files. It provides a convenient way to upload or update large volumes of data at once, especially master data, without the need for manual entry.
This tool is commonly used during initial system setup, data migration, or when bulk updates are required. By using the Data Import tool, users can ensure faster data entry while maintaining consistency across records.
To access the Data Import tool, navigate to:
Home > Data
Before starting the import process, make sure that all required data is prepared correctly and follows the expected format. The Data Import tool supports two main operations:
- Importing new records
- Updating existing records
Using the correct option helps ensure that data is imported accurately and without duplication.