## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Import Data into Zoho Books

If you’ve have data stored in your system or in your previous accounting software, you can import them into Zoho Books and manage them efficiently. To do this:

*   Select the module in which you want to import the data.
    
*   In the module’s list page, click the _More_ icon in the top right corner, and select the **Import** option from the dropdown.
    
*   In the _Import_ page, click **\+ Choose File** and upload the required file. You can upload files in the **CSV (Comma Separated Values)**, **TSV (Tab Separated Values)**, or **XLS (Excel Spreadsheet)** formats. You can also download a sample file for your reference.
    
*   Choose the **Character Encoding** and **Field Delimiter** based on the import file’s format.
    
*   Click **Next**.
    
    ![Upload Files](/books/help/images/import-export/import.png)
*   In the _Map Fields_ page, verify whether the fields from your import file are rightly matched with the fields available in Zoho Books.
    
*   Check the **Save these selections for use during future imports** option if you want to use these preferences during your future imports.
    
*   Click **Next**.
    
    ![Map Fields](/books/help/images/import-export/map-fields.png)
*   In the _Preview_ page, check if all the fields from your import file are imported.
    
*   Click **Import**.
    
    ![Import Preview](/books/help/images/import-export/import-preview.png)

The data will be imported into Zoho Books.