Prepare master data

Master data is the information reused by daily transactions. Clean data makes quotations, purchases, stock work, and accounting easier to trust.

Start with a small list

Prepare and approve customers, suppliers, products, variants, units of measure, prices, taxes, chart of accounts, warehouse locations, and assets where used. Remove duplicates and agree on one naming rule. Keep old spreadsheet IDs in a reference column when they help with checking, but do not make them the only human-readable name.

Test before the full import

1. Export the import template from the exact Cayamanan list view you will use.

2. Fill five to ten representative rows, including one difficult record.

3. Import into a test database and read every warning.

4. Open the created records and check company, currency, taxes, units, and links.

5. Run one quotation, purchase, receipt, delivery, and invoice with the sample.

6. Correct the source file, then import the approved full set once.

Keep the approved source file and an import log. Do not import passwords, unneeded personal data, or formulas whose displayed values may change. See Import business data for field matching and rollback preparation.