Importing data from Excel or CSV
Import data loads clients, vendors, products, invoices, bills and more in three steps: you upload the file, Tario detects what it contains and how the columns map, and you confirm before anything is saved.
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Steps
Open Import data and drop the file on the drop zone (or Choose file): CSV, TSV, XLSX, XLS and ODS, up to 50 MB.
In Upload, Tario analyzes the file: it detects the Data type, the Sheet and the Header row, and summarizes what it found (“Looks like a list of…”). To decide it uses the headers and a few sample rows, never the whole file.
In Review check Here is what I detected and use Change on whatever does not fit. Under Columns each file column shows Samples, the assigned Tario field and where it came from: Remembered, By name, Suggested by AI or Chosen by you; use Do not import to skip one.
Adjust Formats (Dates day/month/year, Decimals with comma or dot, Currency) and Existing records: Create only or Create or update.
When it says Every required field is assigned., click Confirm and validate. What will happen shows how many records are created and updated.
If some rows have problems, fix them with Fix mapping or import only the good ones with Import :count valid and skip :errors; otherwise Import :count rows.
Large files are processed in the background; progress and the result stay under Recent imports.
Tips
- Tario remembers the mapping of each column layout: next time you upload the same format, it is mapped by itself.
- The invoice and bill screens have Download Excel template with the expected columns; if your file has others, use Import data to choose which is which.
- Without AI credits the detection keeps working from column names and remembered mappings.
Common errors
| Code or message | What it means | How to fix it |
|---|---|---|
Still to map: :fields | A required field of the data type has no column assigned. | Pick under Columns which column matches that field, or add it to the file and use Analyze again. |
:count with errors | Some rows failed validation (invalid date, number, identification or reference). | Open View rows, read each row's reason and fix the file or the format. |
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