📦 Import & Export
The Import & Export module in Vendora helps you bulk upload or download data like products, customers, suppliers, and more. This is essential for initial setup or migrating from another system.
📥 Importing Data
You can import the following:
- Products
- Customers
- Suppliers
- Purchases
- Sales
- Contacts (leads)
- Expenses
✅ General Steps to Import
- Go to Settings → Import
- Select the type (e.g. Products, Customers)
- Download the Sample Excel file
- Fill your data following the sample format
- Click Browse and select your file
- Click Import
⚠️ Tip: Never delete columns or change header names in the sample file.
🔁 Supported Import Types
| Type | Required Fields | Optional Fields |
|---|---|---|
| Products | Name, SKU, Unit, Selling Price | Tax, Category, Alert Quantity |
| Customers | Name, Mobile | Email, Address, Contact ID |
| Suppliers | Name, Mobile | Email, Tax Number, Pay Term |
| Purchases | Supplier, Date, Location, Products | Discount, Tax, Payment Info |
| Sales | Customer, Date, Location, Products | Discount, Payment Method |
| Contacts | Name, Type | Address, Email |
| Expenses | Category, Date, Amount | Ref No, Notes |
📤 Exporting Data
You can export data from any major module.
- Navigate to the list view (e.g. Products, Sales)
- Apply filters if needed
- Click the Export or Download Excel/CSV button
This is helpful for reporting, backups, or third-party integrations.
📊 Reports Export
- Go to Reports
- Most reports include an Export button
- Export formats: CSV, Excel, or PDF
🛠 Tips for Successful Import
- Always use the sample file provided
- Ensure dates follow the required format (e.g. YYYY-MM-DD)
- Use unique SKUs for products
- Clean up special characters from Excel
💡 Use Case Examples
- Migrating products from old POS system
- Uploading 1000+ customers in one go
- Importing past purchases from supplier invoices
Vendora’s Import & Export features make setup and large-scale updates faster and easier.