TIP! If you don't see the Import/Export module anywhere, start by going to My Settings > Menu and drag-drop the Import/Export to the menu.
Before you start the import process, take a look at the example file and modify your import file accordingly. .CSV, .XLS and .XLSX files can be imported.
TIP! If possible, use a .CSV file. In the past, there have been some issues with .XLS files, because of the .XLS format itself. One import should not be longer than 10 000 lines, this limit is to avoid any problems during the import. In case of bigger files, just split the files into smaller parts.
The import is done in two stages:
1. Upload the file, then match the fields – 'name' should be 'name', not an 'address' etc. If you did everything according to the example file, this step should be irrelevant.
2. Import the file and verify the result. You can always delete the import from My imports and import the amended file again.
People and companies have to be imported separately.
If you wish to import several people or companies, the information about each contact has to be entered on separate rows of the file.
If you wish to import several contacts at once, insert the data into separate rows.
You can have several tags for a contact by separating tags with vertical bars (e.g. Tag1|Tag2|Tag3).
If such a tag does not exist in the database, it will be added.
Each contact can have only one name, address, phone number etc. Tags are the only exception.
Contacts with matching names are excluded.
Importing products and services
In addition to importing new products and services into the Scoro product database, the existing ones can also be changed by additional importing. When the import file is uploaded, activate the check box Update existing products and choose whether to match them by Scoro ID, product code and/or product name.
Images must be archived in a zip-file in one folder, not in separate subfolders. If you wish to import multiple images for a product, rename the file with a vertical bar and add a number.
Example: 1003|1.jpg and 1003|2.jpg.
Images can be imported only when product images have been activated under product addons: Settings > Products and services > Product addons.
Importing real estate objects
Please make sure that the following conditions have been met before the import process.
- Property type (apartment, house, garage etc.)
- Transaction type (sales, rent, exchange etc.)
- Client must be in the site's contact database
- Status (incomplete, active etc.)
- Manager is a user of the site, this field cannot be left empty
- Real estate object location must have at least the country, it's not enough to enter city or a county
- The country code must match the international ISO-3166 standard: for example EST, USA, CAN etc. The country has to be enabled under settings: Settings > System settings > Real estate > Countries
When importing invoices the required fields in the import file are:
Document no | Date of issue | Due date | Payer | Currency | Product name | Price | Quantity
Invoice number can only be a NUMBER and cannot include any letters or symbols.
Make sure to use the correct three letter combination (EUR, USD, GBP), when adding a currency. The list of currencies is available in Settings > Sales & finance > Currencies.
Percentages of discounts and VAT are calculated from the given value. VAT and Discount always need to be in percentages in the import file.
The payer and product will be added as a contact to Scoro by default (this option can be ticked off before the import). This is important if you know there could be a mismatch between the products and payers names between the files.
Note that when you import invoices, they're not imported as paid or partially paid, therefore receipts should be imported separately.
Ideally you can use the same file to import receipts, just classify the invoice number as a description. Given that the file has the sum received from the payer.
The required fields when importing receipts are:
Date | Payer | Sum | Description
You can import your bank statement to Scoro with just a few clicks. Scoro will automatically match all payments received with the sales invoices, so you don’t have to mark them one by one. You can assign receipts to different accounts and view income reports filtered by accounts.
1. Make an export of the .CSV in your bank and save it.
2. Click on Choose file and upload the .CSV file.
3. Select a bank preset, this will match the fields automatically. If your bank is not listed, match the fields manually.
Receipt accounts can be created in Settings > Sales and finance > Receipt account and they are used for sorting receipts in the receipt reports: Reports > Receipts report
If you have made imports, they will be displayed here with information on what and when was imported.
You can also delete imports. If, for example, you imported the data of two contacts and wish to delete them now, simply click on the garbage can icon.
All the imports made are displayed here and can also be deleted from here. Imports older than 14 days cannot be deleted and, if needed, the imported data can be deleted manually.
Note! On all import pages there's an option to Save matched column headers as default. If the checkbox is ticked and the “Import” button is clicked, the column header names in the import file are saved, so the next time you import a similar file, the system will match the values automatically.