Skip to content

Dino ERP is built, sold and supported by TechDino

Buy Dino ERP
Dino ERP
Bulk data import

Bring spreadsheet data in with a review before commit

Import supported records from Excel or CSV through a guided preview, column mapping, validation and row-level decisions.

Request a demo Pricing & licence

What is Bulk data import in Dino ERP?

Bulk data import in Dino ERP lets you bring Excel and CSV data into the system through a guided preview. You pick the sheet and header row, map columns to Dino ERP fields, validate rows, review duplicates and choose create, update or skip before anything is saved. Opening stock and opening balances are supported.

Last updated · TechDino

Bulk data import

Preview the workbook first

For customers, suppliers and leads, choose a sheet and header row, inspect sample cells and map source columns to Dino ERP fields.

  • XLSX, XLSM, XLS, CSV and TSV
  • Sheet and header selection
  • Auto-map and saved mapping templates

Bulk data import

Catch issues before saving

Validate rows, identify existing and in-file duplicates, and see field-level errors in context.

  • Duplicate detection
  • Row-level validation
  • Branch and permission checks

Bulk data import

Correct and commit deliberately

Edit rows, remove duplicates and choose create, update or skip where the entity supports it; nothing is saved until import.

  • Editable review table
  • Create, update or skip decisions
  • Import progress and results

What's included

Everything in Bulk data import

  • Customer, supplier, lead, product and opening-balance imports
  • Excel workbooks and CSV/TSV files
  • Column mapping with reusable templates
  • Custom-field mapping where supported
  • Duplicate and validation review
  • Editable rows and per-row decisions
  • Opening stock imports
  • Entity-specific commit rules

Works across every branch of your company, with role-based access, approvals, attachments, comments and a full audit trail on every record.

In detail

How Bulk data import works

What kinds of files and records can I import into Dino ERP?

You can import XLSX, XLSM, XLS, CSV and TSV files. Customers, suppliers, leads, products, opening balances and opening stock are covered, with each entity applying its own commit rules.

  • XLSX, XLSM, XLS, CSV, TSV
  • Customers, suppliers, leads, products
  • Opening balances and opening stock

How does column mapping work?

After you choose a sheet and header row, you see sample cells and map each source column to a Dino ERP field. Auto-mapping suggests matches, you can save mapping templates for repeat imports, and custom fields can be mapped where the entity supports them.

How does validation and duplicate checking work?

Rows are validated before saving, with field-level errors shown in context. The importer identifies duplicates both against existing records and within the file itself.

  • Row-level validation
  • Existing and in-file duplicates
  • Branch and permission checks

Can I fix problems before committing?

Yes. The review table is editable: correct values, remove duplicate rows and choose create, update or skip where the entity allows it. Nothing is written until you commit, and you see progress and results afterwards.

Who is allowed to import, and is it audited?

Import is gated by permissions, and branch rules are checked per row so users cannot load data into branches they cannot access. Created and updated records follow the normal audit trail.

How do opening balances and opening stock reach the ledger?

Opening-balance and opening-stock imports go through the finance and inventory engines rather than writing tables directly, so balances post as proper journal entries and stock ledger rows.

FAQ

Bulk data import: questions buyers ask

Can I import from my old accounting software?

If you can export to Excel or CSV, you can map those columns into Dino ERP. There are no direct connectors to specific legacy products.

Is anything saved during the preview?

No. Nothing is saved until you choose to import after reviewing the rows.

Can I reuse a mapping for next month’s file?

Yes. Mapping templates can be saved and reused.

Will importing create duplicate customers?

The importer flags duplicates against existing records and within the file, and lets you skip or update instead of creating.

Can I import transactions such as historical invoices?

The importer covers master data, opening balances and opening stock. Historical invoices are not part of the bulk import.

Works great with

Connected out of the box

CRMLeads, pipeline and campaignsLearn more SalesQuotes, orders, deliveries, returnsLearn more PurchasingRequests, RFQs, POs, receiptsLearn more
Explore all features

See Bulk data import in a live demo

See Dino ERP in a live demo, then get a one-time quotation for your scope. Hosted on your server, under your brand.

Request a demo Pricing & licence
Or chat on WhatsApp: +91 70936 08698