Import / Export
Sections
Import / Export
Import / Export Module
The import/export module facilitates data exchange with external systems.
Features
- CSV import — Tabular data import with column mapping
- Excel import — .xlsx file support with automatic header detection
- CSV/Excel export — Export all lists with applied filters
- Validation — Data verification before import (types, duplicates, references)
- History — Log of imports with summary (created, updated, errors)
- Import templates — Downloadable templates for each data type
Importable data
| Type | Key fields |
|---|---|
| Chart of accounts | Number, label, type |
| Journal entries | Date, journal, account, amount |
| Clients/Suppliers | Name, address, contact |
| Employees | Personal data, bank details |
| Graph entities | Type, properties, relations |
Interactions
- Accounting — Import/export of chart of accounts and entries
- Invoicing — Client and supplier import
- Payroll — Payroll data export
- Graph — CSV import of entities and relations