Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
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Bulk Import: Load Records from a File
Bulk Import loads many records into DualEntry from a single file at once. Use it for onboarding historical data, migrating from another system, or changes that touch hundreds (or thousands) of records.Prerequisites
Before starting an import:- Know which record type you’re importing (customers, vendors, items, journal entries, and so on).
- Prepare your file in the expected format. The import wizard provides a downloadable template per record type - start from that template to avoid validation errors.
- Confirm your role includes permission to perform bulk imports.
- For chart-of-accounts–related imports, make sure your chart of accounts is configured first.
Step 1: Open the Bulk Imports list
From the main navigation, open Workflows and choose Bulk Imports. This is where every import - past, in-progress, or new - is managed. The list view of prior imports is also where you start a new one.
Step 2: Start a new import
Choose New Import to open the import wizard, which walks you through the remaining steps.
Step 3: Select the record type
Pick the type of record you want to import - for example, customers, vendors, items, or journal entries. The record type you pick determines:- Which columns are expected in your file.
- Which fields are required versus optional.
- How DualEntry validates each row before committing it.
Step 4: Import your file
Drag and drop your prepared file into the import area, or choose to browse. DualEntry reads the file, validates the rows, and shows a preview before anything is committed. Review the preview carefully:- Confirm the column mapping is correct.
- Check the row count matches what you expected.
- Resolve any validation errors flagged on individual rows.
Troubleshoot import errors
Validation errors that fail individual rows are surfaced in the preview before the import commits. Rows that fail during processing appear in the import job’s status view under Workflows → Bulk Imports. The most common causes:| Error | Cause | Resolution |
|---|---|---|
| Missing required column | The imported file is missing a column the record type requires. | Re-export from the template for the selected record type and add the missing column. |
| Invalid value in a row | A value doesn’t match the expected format (for example, a malformed date or an unrecognized currency code). | Fix the row in your source file and re-import, or correct the row inline before confirming the import. |
| Reference not found | A row references a record that doesn’t exist in DualEntry yet (for example, a journal entry referencing a missing GL account). | Create the referenced records first, then re-import. |
| Duplicate within the file | Two or more rows have the same external ID or unique identifier. | Deduplicate the source file and re-import. |