Import from Excel or CSV
Import customers, vendors, items, accounts or balances from a spreadsheet.
- Open the Migration Centre in Settings, or choose Import on the list you want to fill.
- Choose what you're importing and upload your Excel or CSV file.
- Match your columns to AXO's fields. Common column names are recognised for you.
- Check the preview. Any rows with problems are listed with their line number and the reason.
- Fix them in your file and upload it again, or correct them in the preview.
- Confirm the import.
Note
A file can have up to 50,000 rows. Split anything larger into several files.
If a large import is interrupted, AXO shows exactly how far it got and marks it as failed — it never leaves a half-finished import that looks complete.
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