CSV Imports and Preparing Data

Importing data via CSV files is a convenient way to bulk upload information into HirePOS. This document provides detailed guidelines on how to import various types of data and ensure a smooth import process.

• Items: Setup > Items > Options > Import Items CSV

• Item Prices: Setup > Items > Options > Import Item Prices CSV

• Item Groups: Setup > Item Related > Item Groups (Master Records)

• Item Serials: Setup > Items > Options > Import Item Serials CSV

• Customers: Setup > Customers > Options > Import CSV File

• Suppliers: Setup > Suppliers > Options > Import CSV File

• Sales Stocktake: Setup > Item Related > Sales Stocktake > Import CSV

• Bank Feeds / Bank Reconciliation: Banking > Bank Reconciliation > (select account) > Import CSV

• Supplier Price List: Setup > Items > Options > Import Supplier Pricelist CSV

• Contracts: Setup > Preferences > Sales > Options > Import Contracts CSV

• Invoices (Balances Carried Forward): Setup > Preferences > Sales > Options > Import Invoices

When preparing your CSV files for upload, adhere to the following guidelines:

• Avoid commas, quotation marks, and line breaks in any field.

• Avoid special or unusual characters; stick to standard character sets.

• Limit each CSV file to a maximum of 5,000 rows.

• Use the yyyy-MM-dd format for dates and times.

To ensure clean data for import, follow these steps:

• Strip all formatting and remove unwanted characters.

• Remove currency signs from prices.

• Clean up and visually verify data before exporting.

Follow these steps to import your CSV data into HirePOS:

1. Navigate to the uploader in HirePOS.

2. Select the CSV file from your computer.

3. Preview the data and match CSV column headers with HirePOS destinations.

4. Import the data once all columns are correctly mapped.

• Use the provided blank CSV templates for a smoother migration process.

• Ensure specific settings are configured for certain data types like items and prices.

By following these guidelines and best practices, you can efficiently import data via CSV files into HirePOS, ensuring accuracy and consistency in your records.