The Import Center in practice
You will be able to: Use templates, preview and result files correctly; Load masters in a safe order with the right mode; Undo an import with rollback and understand its limits.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
The Import Center is Zeyto's tool for loading master data and opening balances from CSV or Excel. Each list has a card with a CSV template, an Excel template, Download current data and Import file. Nothing is written until you have seen the preview and pressed Import.
The workflow
- Press the template button on the card. The Excel workbook has a Data sheet, a Fields sheet explaining each column in English and Arabic, and a Notes sheet. The example row starts with EXAMPLE- and is ignored.
- Fill the file. The Code column identifies the record.
- Press Import file, choose the Mode, and pick the file.
- Read the preview: each row is New, Update, Unchanged, a Duplicate in file or Rejected, with the reason.
- Press Download rejects if needed, fix those rows and import again.
- Press Import, confirm the count and watch the progress. The result is kept in Import history.
| Mode | Use when | Behaviour |
|---|---|---|
| Create new only | First load | Adds new codes; rejects a code that already exists |
| Update existing by code | Correcting many records | Changes existing records; rejects unknown codes. Empty cells keep values unless Blank clears the value is ticked |
| Create or update | Mixed files | Does both |
Loading order
- Payment terms, territories, cost centers, bank accounts
- Chart of accounts
- Units and item groups, then item categories
- Items
- Customers and suppliers
- Opening accounts, then opening customer and supplier bills, then opening stock
The Import Center reads CSV in several delimiters, Excel .xlsx files, and some export layouts from other accounting packages; set Source to Auto-detect or pick a layout. If the same data was imported before, Zeyto warns you by file fingerprint and asks you to confirm with Import anyway.
Rollback
In Import history press Roll back on a run. Zeyto first shows what it would do. Records the run created are removed to the Recycle Bin when nothing has used them, otherwise they are made inactive. Opening documents are cancelled with a reversal. Records that were only updated are not changed back; their previous values are in the result file.
Practise in the demo
- Open Settings, then Import Center in the demo. Download a Customers CSV template and read the heading row.
- Look at the Import history section and read what a run records.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Always preview before importing and download the rejects to fix them.
- Load lists in dependency order, and choose the mode deliberately.
- Rollback removes what a run created; it does not undo updates.
Check yourself
3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.