What you can import into Bimp from Excel and where

What data Bimp can import

Bimp imports from Excel products with stock, price lists, counterparties, bank statements, specifications, lines in documents and assets. Each import has its own place in the interface. For the general picture of modules and interface, read the Bimp overview.

What you import	Where in Bimp	File	Details
Products, services, stock and cost price	Warehouse → Data import → Run data import	any Excel file, you map columns manually	Importing products and stock
Price lists (new or price update)	Warehouse → Data import, the “Customer price list” switch	any Excel file: SKU and price	Importing price lists
Counterparties (customers, suppliers, contacts)	Directories → Counterparties and individuals → Import	Bimp template	Importing counterparties
Bank statement	Finance → Transactions → Client-bank → From file	bank statement or universal template	Importing a bank statement
Product specifications	Production → Specifications → Import	Bimp template	Importing specifications
Products in a production order	Production → Production orders → Create → Load from file	columns “Product”, “Specification”, “Modification”, “Quantity”, “Unit of measure”	Loading products into a production order
Lines in a supplier order	the Import button in the Supplier order document	any Excel file, column mapping	Loading lines into a supplier order
Lines in a customer order	the Import button on the “Products, services” tab of the order	Excel	Customer order
Assets and non-current assets	Finance → Opening balances, the “Assets” tab → Import	Bimp template	Opening balances: assets

What the two types of import are: an arbitrary file and a template

Bimp reads a file in two ways: with a configured column mapping or by a strict template.

An arbitrary file with mapping. This is how products, stock, price lists and lines in supplier documents work. You upload an Excel file, click the header of each column in the preview window (“Do not load”) and choose a Bimp field, for example Products → Name or Price list → Price. You specify the mapping every time, because files from different suppliers have different structures.

A strict template. This is how counterparties, specifications, assets and the universal bank statement work. Download the template, copy your data into it and do not change the column names or their order, otherwise Bimp will not recognize the file.

How the “Warehouse → Data import” window works

The import window for products and price lists has the tabs “Settings” and “File”. First set the logic on the “Settings” tab, then upload the file and map the columns.

1. Open Warehouse → Data import and click Run data import.
2. On the “Settings” tab, in the “Directories to load” block, turn on the switches you need: “Products”, “Stock and cost price”, “Customer price list”.
3. In the “Product search” block, choose how Bimp will look for existing products so that it does not create duplicates: “By SKU” (the most accurate), “By barcode” or “By name”.
4. On the “File” tab, upload the Excel file, click Next and map the columns.
5. Click Load data. Bimp shows how many items were loaded.

Rules for products and stock:

• no more than 9000 products in one file;
• one import loads one product type, “Product” or “Service”; for both types, make two files;
• in the “Cost price” column enter the purchase price, and in “Price” the selling price: if you enter the selling price instead of the cost price, Bimp shows a zero margin.

How Bimp checks the file and shows errors

Bimp automatically finds errors in rows and does not load incorrect items. After mapping, rows without errors have a blue or purple exclamation mark, and problem rows have a yellow one; the reason is visible when you hover the cursor over it. The Confirm button loads only correct rows, so you do not have to delete the erroneous ones manually. You can mark extra rows and delete them with the Delete button before the import.

A typical reason why loaded products do not appear in “Products and services” is that batch accounting is enabled in the company. Add a column “Use batches” with the value “No” to the file, or a column “Batch” and map it to Bimp fields. Details are in the article Importing products and stock.

Where to start data migration

First load directories, then enter balances.

1. Counterparties are needed for settlements with customers and suppliers.
2. Products and stock and price lists.
3. Opening balances for the other accounting areas: money, settlements, assets, payroll, taxes.
4. Bank statements are for day-to-day work after the start.

The general Bimp setup order is in the launch checklist.