Table of Contents
Introduction
As explained in this article, Indigo Business provides two ways to import data: through grids (where supported) or through the Drafts screen, depending on whether you want to add data immediately or review it at a later stage before committing it.
Import through grids to add imported data directly to the system. This option is available only for support files, such as nominal accounts and business accounts.
Import through the Drafts screen to review, validate, and manage imported records at a later stage before committing them to the system.
Full instructions for both methods are provided below. 👇
Import from Grid
Choose this method if you want the imported data to appear directly in the grids, without first going through the draft phase. Importing through grids happens in three phases:
Browse and upload the file from your device.
Review the imported data in a dedicated window.
Import the data and display it in the grid.
Unlike the Drafts screen method, you review the data as part of the import process and cannot save it for review at a later stage.
1. Upload File
Modify the data or fill in the template accordingly and save the file in csv or xlsx format.
Select the Import button at the top left of the grid.
In the Import window, select the destination folder on the left.
Click on Select file to browse the file from step 2.
Select Upload.
2. Review
The uploaded records will appear in a grid.
Review their details in the Content panel.
If something looks off, modify your import file and click on Re-upload and proceed from the step 4 above.
Select Commit, when ready.
Select Commit once again.
📋 Note: You can only change fields, either manually or through import, that do not affect posted transactions. Otherwise, an error appears when committing the import. For example, a VAT Rate cannot be changed once used, but the Name can.
3. Import Result
The records will be displayed in Committed status.
Select Finish to exit the window.
The records are now showing in the relevant grid (e.g. VAT)
Import from Drafts Screen
Choose this method if you want an extra layer of control over what gets imported into the system.
Don't forget to modify the exported data or fill in the downloaded empty import template, and save either of those on your device before starting this process.
Go to Drafts from the top menu.
Select a tab:
Transactions if you need to import transactions
Business Accounts if you need to import clients and suppliers
Others for all the other records
Select the Import button at the top left of the tab's grid.
In the Import window:
Select what you need to import from the Select import type dropdown (Others tab).
When importing transactions this field is preselected and read-only.
Select the destination folder on the left.
Click on Select file to browse the import file you've previously prepared.
Select Upload.
The records are uploaded and tagged, and the Others, Business Accounts or Transactions grids automatically enable the Tagged Only switch to show only the records you've just imported.
🤔 Reminder: Records imported as drafts will not be visible in any other screen in the system but the Drafts one, unless you post or publish them.
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