Skip to main content

Importing Data

Excel View can bulk-import records from a CSV or XLSX file into any Frappe DocType.

Opening the Import Dialog​

Data tab → Import → Import from File

Supported File Formats​

  • .csv (comma-separated, UTF-8)
  • .xlsx (Excel workbook)

Import Flow​

  1. Upload file — drag & drop or click to browse
  2. Map columns — a column-mapping dialog appears:
    • Left column: your file's headers
    • Right column: Frappe DocType fields
    • Excel View auto-maps columns with matching names
    • Manually adjust any mismatches
  3. Preview — a preview of the first 10 rows is shown
  4. Validate — click Validate to check for errors (missing mandatory fields, invalid Link values, etc.)
  5. Import — click Import to begin

A progress dialog shows import progress. Each row is saved to Frappe individually. Rows that fail show individual error messages.

Mandatory Fields​

Frappe DocTypes often have mandatory fields. The import validator checks all mandatory fields and flags rows where they are missing before the import starts.

Duplicate Handling​

If you include a Name column in your import file:

  • If a document with that name already exists → the row updates the existing document
  • If no document exists with that name → a new document is created

If you omit the Name column, all rows create new documents (Frappe auto-generates names based on the naming series).

Import Template​

Click Download Template to get a blank XLSX file with all the DocType's fields as column headers. Fill it in and re-upload for a guaranteed column match.

Error Handling​

Rows that fail to import are listed in the error panel with their row number and the Frappe error message. You can:

  • Download the error rows as a CSV, fix the issues, and re-import
  • Skip error rows and import the rest

Post-Import​

After import completes, click Refresh to reload the grid and see the newly imported records.