Importing Data

You can import bulk data from your hard-drive into any of the modules within Zoho Inventory. This saves you a lot of time from manual entry.

The import process involves three phases:

• Phase 1 - Uploading the import file
• Phase 2 - Mapping import fields
• Phase 3 - Preview before completion

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Phase 1 - Uploading the import file

• Login to your Zoho Inventory account.
• Navigate to any of the transaction module from the side bar.(Note: This document demonstrates the process of importing invoices.)

• Navigate to the Invoices module.
• Click the Menu button(Hamburger icon on the top right corner).
• Select Import Invoices option from the drop-down.

• Upload the relevant .csv or .tsv type file from your hard-drive.

Note: You can download and refer the sample file from this page to prepare the data on your import file.

• Choose the character encoding involved from the drop-down. By default, the character encoding is UTF-8(Unicode).
• Choose the File Delimiter(comma or semicolon). By default it will be comma for a .csv type file.
• Click Next to proceed to mapping the fields.

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Phase 2 - Mapping import fields

• Zoho Inventory will automatically match the similar fields and map them.
• You can manually match the unmapped ones or alter mapped ones.
• Check the box near the option Save these selections for use during future imports to automate mapping for future item imports.
• Click the Next button to proceed to the Preview window.

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Phase 3 - Preview before completion

Here a synopsis of the no. of invoices ready for import, no. of skipped records and unmapped fields will be shown.

• You can make any changes to the operation by clicking the Previous button.
• If everything is ready, click Import button to successfully import.

Likewise, you can swiftly upload large volume of data into the other modules in Zoho Inventory.

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