Data import utility

ERPNext
1

I’m a proficient python programmer but it’s my first time trying ERPnext.
I’m thinking about migrating to ERPnext with accounting, sales, purchase module only.
The major concern now is the data importing. I read through the documentation and it confuses me.
Say I have all the data stored into csv file with fixed format but not in erpnext template format.
So how can I easily import these data into ERPnext? Can I copy/paste the data fields into pre-defined template as ERPnext required? Is there a best-practice? Can I write some intermediate script to help this process?

2

Hi go to Data Import Tool

  1. Select the Document (e.g. Sales Invoice)
  2. Pick the columns that suits your requirements
  3. Download Template (no data)
  4. copy/paste the data from your old csv file
3

Thanks a lot. I’ll try it out when my installation is done.
So in general there is no problem to import full data from my old erp system to ERPnext when all data is stored in csv format? The only thing needs to consider is to make sure my old CSV column names are same as ERPnext template column names? Or even this is not a necessary?

Then, is it possible or already available, that I could make it automated. Means when I have defined the template once, I could reuse it whenever a new csv file is imported? The reason is that my old ERP system has this flow so a csv format exchange is built up. If not, could I customize this flow? Which code I should look at?

4

Whne you go to Data Import Tool in EPRNext, download the Template first and add your data to that template and upload.
More on it here : https://frappe.github.io/erpnext/user/manual/en/setting-up/data/data-import-tool

1 Like
5

So in general there is no problem to import full data from my old erp system to ERPnext when all data is stored in csv format? The only thing needs to consider is to make sure my old CSV column names are same as ERPnext template column names? Or even this is not a necessary?

yes you are right, for the columns you have to do steps 2 and 3

Then, is it possible or already available, that I could make it automated. Means when I have defined the template once, I could reuse it whenever a new csv file is imported? The reason is that my old ERP system has this flow so a csv format exchange is built up. If not, could I customize this flow? Which code I should look at?

I think you just have to tr the Data Import Tool first :slight_smile: and see how it suits your need