Import business data

Most list views include Favorites > Import records. Start with a small test file. Download the import template from the screen you are using so its columns match that Cayamanan version.

Clean duplicates and agree on names, codes, units, taxes, and opening dates before importing. Import master data in a useful order: companies and contacts, product categories, products and variants, then operational or accounting data. Use stable external IDs when records must be updated by a later import. These are stable reference codes that help Cayamanan find the same record again.

On the import screen, map every column, run Test, and read all warnings. Import only after the test succeeds. Keep the original file and a note of who approved it. Large accounting openings and live stock quantities should be planned with the responsible accountant or inventory lead.

Available fields vary by the apps in use and your setup. Never test an unreviewed import for the first time in the live system.