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Bulk Import

Added September 2026

When you're setting up, you rarely start from nothing — you already have a price list, a customer list, a stack of supplier details, a stock count. Bulk Import brings all of that in at once from a spreadsheet, so you don't retype a single record. You download a template made for the kind of record you're adding, fill it in, upload it, check a preview, and confirm. If a row has a problem, Bizconnekt tells you before anything is saved — so you fix a typo in the spreadsheet, not in a hundred half-created records.

note

Availability depends on your plan and your role.

What you can import​

You bulk-import the same kinds of records you'd otherwise add through a form — one template per kind:

RecordsWhat it saves you
ItemsYour whole product or service list — names, codes, units, tax details — in one go instead of one item at a time.
CustomersEvery customer with their contact and billing details, ready to raise invoices against.
SuppliersYour supplier list with their details, ready for purchase orders and bills.
Opening stockThe quantity you already hold of each item on the day you start, so your stock figures are right from day one.

More record types become available over time. When you open Bulk Import, you'll see the full list of what you can bring in.

A record imported this way is a real record​

There's no "import quality" that's lower than adding a record by hand. A customer you import is exactly the same as a customer you type in — the same details are checked, the same rules apply. Bulk Import is only a faster way in, not a different door. That's why the same error-checking runs on every row: what the form would refuse, the import refuses too.

How to import a batch, step by step​

The screen walks you through it in order, and you can't lose your place — each step waits for the one before.

  1. Choose what you're importing. Pick the kind of record — items, customers, suppliers, opening stock — from Bulk Import. Each kind has its own template.
  2. Download the template. It's a spreadsheet with the right columns already laid out and labelled in plain words, so you know exactly what goes where.
  3. Fill it in. Put one record per row. Where a column only accepts certain values (for example a unit of measure, or a tax treatment), the template shows you the allowed choices so you don't have to guess.
  4. Upload your filled-in file. Bizconnekt reads it and matches your columns to the right fields.
  5. Review the preview. Before anything is saved, you see your rows laid out as they'll be created and can check them.
  6. Read the error report. Any row with a problem is flagged with the row number and a plain-language reason — a missing detail, a value that isn't allowed, a duplicate. Good rows and problem rows are both shown, so you know exactly what needs fixing.
  7. Fix and re-upload, or confirm. Correct the flagged rows in your spreadsheet and upload again, or go ahead and create the rows that are ready.

After you confirm, Bizconnekt tells you how many records were created and how many were skipped, so you always know where you stand.

Day one: 500 items and 200 customers​

Say you're moving your business onto Bizconnekt and you've got 500 products and 200 customers sitting in Excel already. By hand, that's 700 forms. With Bulk Import:

  1. Open Bulk Import, choose Items, download the item template, and paste your 500 products into it.
  2. Upload it. The preview shows your items; the error report flags, say, three rows where a unit was mistyped.
  3. Fix those three cells, upload again, and confirm — 500 items created.
  4. Do the same for Customers: download the template, paste your 200 customers, upload, confirm.

What would have been a week of data entry is done in an afternoon, and every record is checked the same way a hand-typed one would be.

tip

Import your items first, then opening stock — opening stock is counted against items that already exist, so having your item list in place makes the stock import line up cleanly.

Tips for a clean import​

  • Keep one record per row and don't rename the template's columns — they're already matched to the right fields.
  • Use the allowed choices the template shows for value-restricted columns; a value that isn't on the list is the most common reason a row is flagged.
  • Import in a sensible order: masters like items, customers and suppliers first, then things that depend on them (such as opening stock).
  • Read the error report before confirming. It's faster to fix ten flagged rows in the spreadsheet than to hunt for them afterwards.

Need help? Contact support at support@bizconnekt.com