Use the import: pick what you are importing, use the template or your own spreadsheet, and match the columns. Every row is checked first and nothing is saved until you have seen what will happen and clicked Import. Opening balances and stock come in at the same time.
Steps
- Set up what your rows refer to first: customer categories, stores and item categories (items can create missing categories).
- Pick your go-live date and make sure its accounting period is open (Setup → Fiscal Years).
- Open Import, choose what to import, and upload the template or your own file.
- Check the result for each row, fix anything marked, then click Import.
Good to know
- A file that does not look like a template — a stock count, a price list in Word, a photo of a menu — can be prepared for you with Convert with AI.
- You only see the kinds of record you are allowed to create.
The full guide
Import your data from Excel or CSVWhen you start using BusinessSensor you can bring in your existing lists in one go instead of typing them: departments and stores, customers (with what they owe you), vendors (with what you owe…