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Importing that actually works

File upload, column matching, required-field checks, duplicate handling and a per-row error report — on fourteen modules.

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What was wrong

Import was rejected before it read a row. The dialog posted the pasted text as rows, which the API reads as already-split arrays, so every attempt came back a validation error. Behind that failure the API already had column mapping, duplicate handling and per-row errors — nothing ever reached them.

Import, Export and bulk delete also existed on only five of seventeen modules, although every list draws the buttons.

What it does now

Take a file

Upload a CSV or paste straight from a spreadsheet. Quoted cells are split properly, so an address with a comma stays one column.

Match the columns

Fields matching by name are matched for you. Required fields are marked and the import will not run until they are.

Decide about duplicates

Skip the existing record, update it with the new values, or stop and report so it can be looked at.

See what happened

Added, updated, skipped and failed — with each failed row’s number and the reason.

Where it now works

	Before	Now
Leads, customers, companies, deals, tasks	Endpoint existed; the dialog could not reach it.	✓Working, with mapping and per-row errors.
Projects, items, employees, vendors	No import, export or bulk delete at all.	✓All three.
Quotations, orders, invoices, credit notes	Nothing.	✓Rows sharing a document number become the lines of one document; imports arrive as drafts.

Does this affect anything existing?

Nothing is written until every row has been checked, so a mistake in the last row cannot leave half an import behind.

Imported documents arrive as drafts. Nothing is e-mailed, no stock moves and nothing is filed until you look at them.

Update mode refuses any document past draft, so a spreadsheet cannot rewrite an invoice you have already sent or been paid for.

Importing a project previously failed outright on a validation error, because the importer set a field projects do not have. Fixed.

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.

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