Import your data

Bring your reference lists and opening balances over from your previous software with Excel templates. Administrators (Admin or Super admin role) can import.

What you can import

Import	What it creates
Customers	Companies and people you work for
Customer sites	Addresses where you intervene, linked to a customer
Suppliers	Companies you buy from
Products	Items and services you sell or stock
Employees	Collaborator records. They are not invited as users; invite them yourself — see Invite users and assign roles
Opening stock	Quantity and unit cost per product and existing stock location
Unpaid customer invoices	Invoices issued in your previous software and still unpaid (amount due only)
Unpaid supplier bills	Supplier bills received and still unpaid (amount due only)

Only imports for the modules you have are listed. Old documents that are already settled (paid invoices, closed orders, past work orders) are not imported.

Import in the right order

A row can only point to a record that already exists in Tadbir. Import:

1. Customers before customer sites and unpaid customer invoices.
2. Suppliers before unpaid supplier bills.
3. Products before opening stock.

Import a file

1. Open Admin → Data import.
2. Click Template next to the data you want and fill in the downloaded .xlsx file. Keep the columns as they are. Dates can be yyyy-mm-dd, dd/mm/yyyy, or Excel dates. One file holds up to 20,000 rows.
3. Click Import, choose the filled file, and click Check the file. Nothing is saved yet.
4. If problems are found, Tadbir lists each one with its row, column, and message. Fix the file and check it again.
5. When the file is valid, Tadbir shows how many records it will create and update. Click Import now.

Imports are all or nothing: if a single row has a problem, nothing is saved.

Codes from your previous software

Every row starts with legacyCode, the record's code in your previous software. Other rows use it to refer to that record (for example, a site's customerLegacyCode).

• A new code creates a record.
• A code you already imported updates that record. Columns that aren't in the template keep their values.

There is no undo. To fix a mistake, correct the file and import it again.

Opening balances

Unpaid invoices, unpaid bills, and opening stock also post one opening journal entry in accounting, so later payments and stock moves add up to the right balances.

You can re-import an opening balance only until something is recorded against it, such as a payment, a credit note, or a stock movement. After that, the row is rejected.