Import

Migrate existing data into OjaSuite quickly using the CSV import wizard — no manual entry required for large datasets.

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Supported Import Types

OjaSuite can import four types of data, each with its own import wizard:

Type	Where to Start
Contacts	Contacts → Import
Items	Items → Import
Expenses	Expenditure → Import
Invoices	Invoices → Import

CSV Format

All imports use CSV (comma-separated values) files. Key formatting rules:

• The first row must be column headers. OjaSuite uses these to map your columns to its fields in the next step.
• Date columns must use DD/MM/YYYY format (e.g. 25/12/2025).
• Use UTF-8 encoding to avoid character issues with special characters.
• Download the template CSV from the import wizard's first screen to see exactly which columns are expected for each import type.

The Import Wizard

The import wizard guides you through three steps:

1. Upload & Map Columns
   Select your CSV file and upload it. OjaSuite reads the header row and presents a column-mapping interface. Match each column in your file to the corresponding OjaSuite field. Required fields are highlighted — you must map these for the import to proceed. Optional fields can be left unmapped.
2. Preview
   OjaSuite displays a preview of the first few rows using your column mapping. Verify that names, dates, and amounts look correct before confirming. If something looks wrong, go back and adjust the mapping.
3. Import & Review Summary
   OjaSuite processes the full file and displays a summary: how many rows were imported successfully and how many were skipped, with a reason for each skipped row. Review any errors and fix them in your CSV before re-importing the failed rows.

Handling Errors

Rows that fail validation are skipped — the valid rows still import. Common reasons for a row being skipped:

• A required field is empty (e.g. missing contact name).
• A date is in the wrong format.
• A numeric field contains non-numeric characters.
• A duplicate is detected (see Re-importing below).

After reviewing the summary, correct the failing rows in your CSV and run a second import with only those rows.

Re-importing

OjaSuite detects duplicates to prevent double-importing:

• Contacts are matched by email address. A contact with the same email as an existing record is skipped.
• Items are matched by item name. An item with the same name as an existing item is skipped.

If you need to update an existing record (e.g. change a contact's phone number), edit it directly in OjaSuite rather than re-importing.