Help · Importing data
Your file, your columns, and what was refused.
Upload a CSV or Excel export from your ERP, or download a starter file per entity and per ERP profile from the import page. The product proposes a mapping, you confirm it once, and every row is either written or refused with a reason and a fix. Nothing is dropped in silence.
The mapping
Confirmed once, reused for ever.
The first file of a given shape gets a proposed mapping — your column to our field — with a confidence and a reason per column. Confirm it and it is saved against the header row, then reused for every later upload of that shape and for scheduled syncs. A column you leave unmapped is ignored; a required field with no column mapped refuses every row, and says which field.
The quality score
0 to 100, and a threshold you set.
Every import produces a score from duplicates, blank required fields, wrong kinds of value, mapping errors and outliers. Below your organisation's threshold the import is quarantined: no rows are written, the data never reaches the AI layer, and the report is kept so you can see why. Above it, the accepted rows are written and the refused ones are listed.
What a refused row tells you
The reason, and the fix, beside your own cells.
| What is wrong | What the page tells you to do |
|---|---|
| Blank required field | Fill in Supplier code on this row, or map the column that holds it. |
| Wrong kind of value | Enter a number in Total value — for example 1250.50 — no units, no currency sign. |
| Duplicate row | Keep one of the rows, or change PO number so the two differ. |
| Column not mapped | Map a column to Order date on the mapping step, then upload again. |
| Code not on file | Import suppliers — the template is on this page — then upload this file again. |
The last row is the one people miss elsewhere. A purchase order can pass every check and still name a supplier you have not loaded; the product refuses that row rather than inventing a supplier, and the page says how many rows passed validation and could not be written, with what to import first. The first fifty refused rows are on the page; the download has every one, with the reason and the fix in two columns beside your own.
Two things that are never executed
Formulas and instructions.
A cell that begins with =, +, - or @ is stored as text and neutralised on the way out, so a spreadsheet cannot run something on the machine that opens the download. A cell that reads like an instruction to a model is stored as data and never shown to one. Both are counted on the report so you can see they were there.