Import, export & custom fields
Move data in and out, and add your own fields.
Data export & import#
Where Settings → Data export & import
One place to export or import any data type. Each data type shows whether it can be imported, how many records it holds and how many jobs ran in the last 30 days.
- Choose a Data Type (or All Types), and Export it as CSV, or press template to download an empty file.
- To import, choose the type and CSV File, then Preview Import.
- The preview shows how many rows are new, updated or will fail. Nothing is saved yet.
- Press Confirm Import.
Save the types you export together as a preset with + Save selection. Recent jobs lists your latest exports and imports with how many rows worked. Relational fields (for example a product's category, brand and unit) are matched by name.
CSV formats#
Every Import CSV window also shows its columns under CSV Format.
| Data | Columns |
|---|---|
| Warehouses | name, code, branch, phone, address |
| Stock adjustments | product, warehouse, type, quantity, reason, notes (type: increase or decrease) |
| Stock counts | warehouse, notes, product, counted |
| Stock transfers | product, from, to, quantity, shipping_cost, notes |
| Inventory period closes | period_end_date, notes |
| Quotation templates | template_name, code, quantity, unit_price |
| Sale returns | sale_reference, product_code, quantity, refund_method |
| Sale agents | name, email, phone, commission |
| Instalments | Sale Reference, Due Date, Amount, Installment # |
| POS staff | email, warehouse |
| Purchase returns | code, quantity, unit_cost |
| Suppliers | name, phone, email, address |
| Customers | name, phone, email, address, balance |
| Customer groups | name, discount |
| Money transfers | From Account, To Account, Amount, Date, Fee, Notes |
| Account mappings | module, transaction_type, account_code |
| Holidays | name, date, recurring |
| Departments | name, code, description |
| Couriers | name, phone, email, tracking_url_template |
Custom fields#
Where Settings → Custom fields
Add your own fields to forms such as products, customers and employees. Choose the record type, press Add field and pick the type: text, number, date, a list of choices and more. A field appears in the record's add and edit form, grouped under its section, and is checked when saving.
| Field | What it does |
|---|---|
| Field name and Section | For example Blood group. |
| Required | The record cannot be saved without it. |
| Choices | For list fields: type a choice and press Enter. |
| Placeholder, Default value, Help text | Guidance for the person filling in the form. |
| Minimum, Maximum, Min. and Max. characters | Limits checked on save. |
| Active | Shown in the form. Inactive fields keep their data. |
Use Move up and Move down to reorder. The page shows how many records have a value for each field.
Demo data#
Where Settings → Demo data
Load demo data adds sample records across every module: products, categories and units, customers and suppliers, sales, invoices and payments, deliveries and couriers, promotions and loyalty tiers, and payment links. Clear demo data removes only the records this tool created.