Quick setup & import

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Bring your business data into BusinessHub

Import products, customers, suppliers, and opening account balances from CSV or Excel. Review every row before saving.

1Download a template
2Fill in your spreadsheet
3Preview errors and duplicates
4Import accepted rows

Import preview

Choose a spreadsheet to review its contents before saving.

STATUSROWDETAILS
No spreadsheet selected.
Importing does not overwrite existing records.

Important notes

  • Existing matches are flagged as duplicates; they are never overwritten.
  • Product opening quantities are assigned to the default stock location. Confirm the quantities and buying prices before importing.
  • Opening account balances must balance: total debit must equal total credit. Include Inventory and Opening equity where appropriate.
  • Customer and supplier invoice balances should be loaded as account opening balances only if you do not also enter those invoices separately.
  • Import the spreadsheet into the currently selected business only. Downloaded files are processed in your browser and are not uploaded to a third-party spreadsheet service.