Excel and CSV import and export

Every list and table in StartERP downloads as Excel (.xlsx), CSV (UTF-8) or JSON, and every list of master records (products, customers, vendors, employees, categories, brands, warehouses, leads, vehicles) imports from Excel or CSV with a sample sheet made for your country and business.

Steps

  1. On a list, press Export (Import / Export where the list can be imported) and choose Excel (.xlsx), CSV (UTF-8), PDF (list report) or JSON. The file holds the whole filtered list, every page of it, not only the rows on screen.
  2. The Excel file starts with your store, its tax number, business category, period, filters and who exported it, then the list with real numbers and dates, filter buttons, a frozen header row and a totals row. The figures shown above the list go on a Summary sheet.
  3. Tables elsewhere (a customer's documents, a product's history, report tables) have Excel and CSV buttons under them.
  4. To import, choose Import from Excel or CSV, then Sample sheet (Excel) or Sample sheet (CSV). Fill one row per record under the example row; columns marked * are required and drop-downs list the allowed values.
  5. Choose the filled-in file, or paste the cells with their header row. Every row is checked first: Ready, Already there or Error with the reason. Press Import to save the ready rows, then download the rows with errors to fix them and import again.

Tips

  • Exports follow your country: VAT, GST or the local tax name, the currency's decimals, a Hijri date beside each date in the Gulf and Arab countries, and right-to-left sheets when the app is in Arabic.
  • Sample sheets follow your country and business too: the ID card's name and format for employees, IBAN or bank account and IFSC, the tax number's name, and no opening-stock column for a services-only business.
  • CSV files are UTF-8 with a byte-order mark, so Arabic opens correctly in Excel. Old .xls files must be saved as .xlsx or CSV before importing.
  • Sales invoices, returns and purchase bills are export-only: tax invoices are numbered and reported by StartERP itself. Bring opening stock and opening balances over with the product, customer and vendor imports.

In the app, press F1 or ? on this screen to open this guide next to your work.

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Still need help?

Our team answers in Arabic and English by email and phone.

Contacthello@starterp.org