We connect your system to anything that reads or writes a spreadsheet, using structured CSV and Excel files.

Not every system has an API, and not every task needs one. Moving a thousand products from old software, sending the auditor a year of transactions or loading opening balances is often best done with a well-defined file. We have used Excel import and export in our own client projects, including school and academy management systems, where records commonly arrive as spreadsheets.

What we build with it

  • Bulk import of products, customers, students or opening balances
  • Exporting reports for an accountant or auditor
  • Migrating data from software with no API
  • Downloadable templates with the exact columns expected

How it works

  1. The user downloads a template, or maps the columns of their own file to the system's fields.
  2. They upload the file, and the system checks each row for required values, formats, duplicates and valid references.
  3. A preview shows the rows to be created or updated, and the errors found in the rest.
  4. After confirmation, valid rows are saved in one step, and a file of rejected rows is available for correction.

Data exchanged

  • Any tabular business data matching the defined template

What is needed to set it up

  • A file matching the expected column template
  • Agreed date and number formats

Good to know

  • CSV files should be saved as UTF-8 so names in Indian languages and symbols such as the rupee sign come through correctly.
  • Spreadsheet programs may change long numbers such as phone numbers or codes, so templates format those columns as text.
  • File exchange is not live. For data that must stay current, an API or scheduled sync is the better choice.