Import CSV

Import on document lists when your privilege includes Import

You can bulk-load documents from a .csv file on these index pages:

Document	Menu
Sales requests	Sales → Activities → Sales Requests
Sales orders	Sales → Activities → Sales Orders
Sales invoices	Sales → Activities → Sales Invoices
Sales payments	Sales → Activities → Sales Payments
Packing slips	Logistics → Activities → Packing slips

How to import

1. Open the list.
2. Click Import CSV (hidden if you do not have Import on that area).
3. Choose a .csv file and confirm.

There is no separate import wizard beyond the file upload.

What you cannot import here

Master data (branches, customers, products), users, privileges, cycles, and plans do not have an Import CSV button. Create those records in their own screens, or generate plans from cycles.