Bulk data import from Excel

Import contacts, invoices and expenses in bulk from Excel/CSV files with a guided wizard and preview.

Steps

1. ⚙️ → Import data, or click "📤 Import from Excel" in the section.
2. Pick data type (contacts/invoices/expenses) and download the Excel template.
3. Fill the template, upload it to the wizard.
4. Automatic column mapping suggested.
5. Review preview: valid rows (green) vs errors (red).
6. Click Import: final report with imported/skipped/errors.

Related guides

• crea anagrafiche
• crea fattura