ERPNext(Open Source):Data Import from Excel & CSV-Part 01-How to Import Sales Quotation from CSV & Excel File

Simple demo on How to Import various data from Excel & CSV in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how you can import various data in ERPNext from Excel or CSV File.

Step 01: Prepare your excel or CSV file as per format of various transaction from available download template in ERPNext, You can download template from same step where you will see upload button in next step.

Step 02: Click on Import data

Step 03: Search and Choose Quotation.

Step 04: Choose Insert New records.

Step 05: Click on save.

Step 06: Here you can download template or upload filled template.

Step 07: Choose your file.

Step 08: Click on Upload.

Step 9: if you have used the template, it should automatically perform mapping, you can click on map columns to verify it.

Step 10: Click on Submit.

Step 11: Now click on Start import.

Step 12: Click on Uploaded sales quotation.

Step 13: Click on Submit.

Step 14: Click on Yes.

Step 15: Click on print

Step 16: This is how your uploaded Quotation will look.

Here is screencast on How to Import Sales Quotation from Excel & CSV.

Stay Tuned for Next part.