The Data Import tool in ERP Enigma allows users to import records into the system using CSV or Excel files.
It provides a convenient way to upload or update large volumes of data at once, especially master data, without the need for manual entry.
This tool is commonly used during initial system setup, data migration, or when bulk updates are required. By using the Data Import tool, users can ensure faster data entry while maintaining consistency across records.
To access the Data Import tool, navigate to:
Home > Data >
Or go to the Document you want to import and click on Menu > Import
Before starting the import process, make sure that all required data is prepared correctly and follows the expected format. The Data Import tool supports two main operations:
Inserting New Records
The Data Import Tool in ERP Enigma allows users to upload bulk records into the system using a predefined template. This document outlines the step-by-step process for importing new records.
- Navigate to Data Import
- Select the Document Type and the Import Type as *Insert New Records* .
- Click on Save and then download the template.
Download Template
We have an option to download the template to insert the records/update the records
- Clicking on Download Template opens a dialog box
Download Template Dialog box
While inserting new records, the template should be blank. If you have a few records in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template. >
- *After you choose the export type, every field appears in the list. Mandatory fields show a red * next to the name. Conditional fields (for example Depends On or autoname-related) show a small info icon—point at it to read the note.*
- *Fields that are ticked but not mandatory are ones with Include in Import Template on—set on the DocType or in Customize Form —so they show in the list by default without being required.*
- Click Export and get the exported file.
- Now, save your template as an Excel or Comma-Separated Values (CSV) file.
You can leave the ID column as blank while inserting new records. > When you import this template, each row will make a record in the system. >
- Once the template is updated and ready with the data, we can import it.
Importing a Template
Once the data has been added to the downloaded template, the following steps are followed:
- After updating your template file, go back to the Data Import form and attach the file by clicking on the Attach button. *Attaching file for import*
- Select the template file and click on Upload , after the upload is successful, click on Start Import . There are various ways to import the data; you can refer here
- Once the Sheet is uploaded, the system validates the sheet and gives the result on screen before importing the data
- If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.
- After you have resolved the warnings, click on Start Import again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section.
Validations and Errors in Importing
Duplicate Name
In case we try to add a record with a duplicate name, it will throw an error like this
Duplicate Name Error
Mapping of missed columns
When we add additional columns while downloading the template, or we have renamed a column in the template we are importing, it may throw an error about not being able to match the columns.