Importing Master Data

Chart of Accounts

Go to Data Import → New Import → Select “Account.”

Upload your CSV. Map columns: Account Name, Parent Account, Account Type.

Click “Start Import”, it runs an import preview to validate mappings, and if it shows green, click “Import.”

Customers and Suppliers

Mandatory Fields

Customer Name, Customer Group (Commercial/Retail), Territory (All Territories).

Tip

If you have multiple contacts per customer, import Customers first, then do a second import for Contacts and link them via Customer Name.

Item Master

Complexity Alert

ERPNext requires Default Unit of Measure and Item Group.

Valuation Method

Set the default (FIFO or Moving Average) at the company and item level before importing items, or specify it per-item in your CSV.

Images

You cannot import images via standard CSV. This requires either manual upload later or a scripted approach with a link to the Item records.