Import

Bring existing data into Trusply (suppliers, categories, mappings) using CSV imports.

How it works

  • Use the Import section to upload CSV files for supported entities.
  • The app validates headers and required fields.
  • After processing, you’ll see a summary and any errors to fix.

Typical steps

  1. Go to Import: /o/:organizationId/import
  2. Choose an import type (e.g., Suppliers)
  3. Download a sample CSV to match required columns
  4. Upload your file
  5. Review the results; resolve any errors and re-import if needed

Notes

  • While an import is running, some actions may be blocked to keep data consistent.
  • Keep codes (like supplier codes) unique.