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.

In the following steps we will demonstrate the process of importing invoices. 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

• Log in to your Zoho Inventory account.

• Navigate to the Invoices module or any other module.
• Click the Hamburger icon button 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 finds similar fields and maps them automatically. You can make changes, if needed.
• Check the box near the Save these selections for use during future imports option to automate mapping for future imports.
• Click Next to proceed to the Preview window.

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Phase 3 - Preview before completion

Here a summary of the number of invoices ready for import, number of skipped records and unmapped fields will be shown.

• Click Previous to make changes.
• If everything is ready, click Import.

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

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