Import Data
Importing your data into Qblue is a key step before going live.
What data should I upload first?
Start with essential data records like customers and suppliers (categorised under “companies”) and products. If needed, you can also import the outstanding sales orders and purchase orders.
Where do I start?
If you already have existing data you'd like to mass import, begin by either importing from your Xero account or uploading spreadsheets into Qblue.
If you have little or no existing data to import, you can manually enter each entry at a time as you gain data you can use.
Manually entering each entry at a time for each data type can take a lot more work and time than creating spreadsheets, especially if you have a lot of data to import.
What about after I go live and onwards from there?
You can always add new data entries as you grow your business by using any of the methods mentioned whenever you need to.
How do I import data into Qblue?
There are three methods to import data into Qblue:
Select a data import method and click on the box for more details
Import Data from Xero
After connecting your Xero account, import your customers and suppliers data via the Xero integration settings.
For information on importing data from Xero, visit the help guide Xero Integration.
Create & Upload Spreadsheet Files
To manually import your data using a spreadsheet:
- Go to Products, then select Import data.
- Select a data type from the dropdown menu.
- Under File upload, click Upload spreadsheet file and select the spreadsheet you want to upload, corresponding to the data type you selected in the previous step.
- Once you've edited/added the errors, click Re-check.
- Make sure your spreadsheet columns are correctly mapped to what the system recognises.
- If any errors are found, the row and column with the invalid data will be shown. Some errors are fixable by directly editing it from settings (by clicking the blue hyperlink under the error). Otherwise, re-upload a new version of the spreadsheet.
- Once everything is ready, click Save data to begin the import saving process.
Note: To create a spreadsheet, first select the data type, then click Download Template. The required columns are listed under Required Header Rows just below.
Here's what the default template (data type: products) looks like:
Manual Entry
Enter your data one entry at a time for each data type.
To manually import your data one entry at a time:
- On the overhead menu bar, select the data type you want to import into Qblue.
- For example, for customers and suppliers—go to CRM, then select Companies.
- Click the green +Add button and complete the fields for each data entry.
- For example, for customers and suppliers—on the Companies page, you would click the green +Add Company button.
- Save each entry before moving to the next.
