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@@ -1,8 +1,6 @@
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The Data Import Tool is a great way to upload (or edit) bulk data, specially
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master data, into the system.
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The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system.
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To Open the data import tool, you either go to Setup or go to the Transaction
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you want to Import. If Data Import is allowed, you will see an Import Button:
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To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button:
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<img alt="Start Import" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-1.png">
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@@ -20,22 +18,24 @@ with it too. The child tables are linked to the parent tables and are
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implemented where there are multiple values for any property. For example an
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Item can have multiple prices, An Invoice has multiple Items and so on.
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-2.png">
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* Click on the table you want to download or "All Tables"
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* For bulk editing, you can click on "Download With Data"
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* Select Doctype for which template should be downloaded.
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* Check fields to be included in the template.
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* Click on "Download Blank Template".
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* For bulk editing, you can click on "Download With Data".
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-tool-template.gif">
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### 2\. Fill in the Template
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After downloading the template, open it in a spreadsheet application and fill
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in the data below the column headings.
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-file.png">
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Then export your template or save it as a **Comma Separated Values** (CSV)
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file.
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-csv.png">
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### 3\. Upload the .csv File
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@@ -49,7 +49,7 @@ button.
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1. Make sure that if your application allows, use encoding as UTF-8.
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1. Keep the ID column blank for new records.
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### 4\. Uploading All Tables (Main + Child)
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### 4. Uploading All Tables (Main + Child)
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If you select all tables, you will get columns belonging to all the tables in
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one row separated by `~` columns.
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@@ -67,7 +67,7 @@ row. See the example:
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> To see how its done, enter a few records manually using forms and export
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"All Tables" with "Download with Data"
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### 5\. Overwriting
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### 5. Overwriting
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ERPNext also allows you to overwrite all / certain columns. If you want to
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update certain columns, you can download the template with data. Remember to
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@@ -76,7 +76,7 @@ check on the “Overwrite” box before uploading.
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> Note: For child records, if you select Overwrite, it will delete all the
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child records of that parent.
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### 6\. Upload Limitations
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### 6. Upload Limitations
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ERPNext restricts the amount of data you can upload in one file. Though the
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number may vary based on the type of data. It is usually safe to upload around
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@@ -107,4 +107,10 @@ to save your file encoded as UTF-8. For older versions of Excel, there is no
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clear way of saving as UTF-8. So save your file as a CSV, then open it in
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Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!)
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####Help Video on Importing Data in ERPNext from Spreadsheet file
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<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
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{next}
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Nabin Hait