How to Import Purchase Orders in Zoho Books
Resolution
If you already have a list of purchase orders, you can import them into Zoho Books in the CSV, TSV or XLS format. To know the format of the import file, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.
- Go to Purchases > Purchase Orders.
Click the Hamburger icon in the top right corner of the page.
Select Import Purchase Orders.
Click the Choose File button under Upload file. You can download the sample CSV file for your reference by clicking sample file.
Choose the Character Encoding and File Delimiter for your file.
Insight:
- Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.
- The Field Delimiter is used to separate two values in a row. While importing vendor credits, the default file delimiter is comma (,).
- Click Next.
- Ensure that all the fields are mapped correctly in the Map Fields page.
- Mark the box Save these selections for use during future imports if you want to use the similar import format next time.
- You also have an option to enable the Auto Generation Purchase Order number option for the file you’re about to upload.
- Click Next.
In the Preview window, click Import.
Insight: Zoho Books will auto-match the file headers of the imported file to the closest matching field in Zoho Books. You can manually edit each field to match the headers, and save these preferences. On proceeding, Zoho Books shows you any unmapped field you may have left out or could not match. You can map these by adding new fields with matching headers.