Import and Export
Import CSV and Excel data with column mapping across multiple entity types, and export filtered data as CSV or PDF.
Inzo imports CSV and Excel files with column mapping for multiple entity types and exports data as CSV or PDF with the current view filters applied.
How it works
You upload a CSV or Excel file and map its columns to the matching entity fields, so data from any source system can be transformed into Inzo's structure. Large files are handled through automatic background processing, allowing you to keep working while records are imported. Exports apply the filters and view configuration currently in effect and are available in CSV format for integrations or PDF format for reports.
Key capabilities
- CSV and Excel import with column-to-field mapping.
- Support for multiple entity types including customers, vendors, invoices, and products.
- Automatic background processing for large files.
- Import validation to catch inconsistencies before changes are committed.
- Export in CSV and PDF formats.
- Exports that preserve the current view filters across modules.
Tips
Review the import preview and mapping before committing. Validating column mappings up front prevents cleanup work after the import completes.