Import Data
Importing your data into Qblue is a key step before going live. There are three ways you can import your data into Qblue.
Where do I start?
- If you already have existing data you'd like to import in bulk, 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.
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.
For a simplified breakdown on what data you should import into Qblue and Xero, click here.
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 import your data using a spreadsheet:
- Go to Products, then select Import data.
- On the left, select the data type you want to import (e.g. companies).
- Click Upload spreadsheet file and select the spreadsheet you want to upload, corresponding to the data type you selected in the previous step.
- 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 (click the blue hyperlink under the error), otherwise you may need to re-upload a new version of the spreadsheet.
- Click Re-check once you've edited the error(s).
- 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.
For more information about using the
product upload template, click
here for a quick tutorial.
Manual entry
To manually import your data by adding one entry at a time:
- On the overhead menu bar, go to the page that corresponds to the data type you want to import into Qblue.
- To import customers and suppliers, go to CRM > Companies.
- To import products, go to Products > Products / Sku variations.
- Click the green +Add button and complete the fields for each entry.
- Save each entry before moving to the next.
