Load your data

What it is for#

You do not have to type your catalog product by product. Import data loads your products, customers and suppliers from a spreadsheet, with their opening stock and what each customer already owed you. Then the opening entry records the cash and the banks you start with, and your books start balanced.

Before you start#

• Only the owner and administrators import data.
• Excel or Google Sheets to fill in the template.
• If your products carry taxes other than the default, create them first in Inventory, Taxes: the template names them.

Import products#

1. Download the template

   Open Import data (Company group) and stay on Products. Click the products template: a CSV file downloads with the columns and an example row. On the right you have what goes in each column.

   

2. Fill it in

   One row per product. Only nombre is required; the rest can be empty. The column names are in Spanish in every language: keep them as they are.

   plantilla-products.csv

   DownloadCopy

   nombre,tipo,codigo,codigo_barras,categoria,unidad,precio,costo,impuestos,minimo,existencia_inicial,descripcion
   Oil filter,producto,,7501234567890,Parts,EA,12.50,6.00,,2,10,
   Brake pads (front),producto,,7501234567891,Parts,EA,45.00,22.00,,4,12,
   Labor (hour),servicio,,,Labor,,95.00,,ninguno,,,

   Field	What it is	Example
   nombre	The product's name. Required.	Oil filter
   tipo	producto (product) or servicio (service). A service keeps no stock.	producto
   codigo	The product's number. Empty takes the next one.
   categoria	The category. Created if it does not exist.	Parts
   unidad	EA, KG, LB, BX... Empty is Unit.	EA
   precio, costo	Price and cost, with a decimal point and no currency sign.	12.50
   impuestos	Tax names separated by |. Empty uses the defaults; ninguno (none) leaves the product tax-free.	State tax|County tax
   minimo	The stock level that warns you to reorder.	2
   existencia_inicial	What you have on hand today.	10

   Save it as CSV: in Excel, File, Save as, CSV; in Google Sheets, File, Download, CSV. Commas or semicolons are accepted.

3. Upload it and check

   Click Choose file. Pixel One checks every row without saving anything and shows you how many will be created, the new categories and the value of the opening stock.

   

   If a row has a problem, it tells you the exact Row and Column. Fix the file and upload it again: nothing was imported.

   

4. Import

   Click Import with the number of records. The opening stock enters the inventory as an "opening" adjustment, with its entry against capital.

   

Import customers and suppliers#

It is the same path on the Customers and Suppliers tabs. A customer can bring their credit limit, their credit days and what they already owed you.

nombre,tipo,nombres,apellidos,nombre_comercial,documento_tipo,documento,telefono,correo,direccion,limite_credito,dias_credito,saldo_inicial,saldo_vence,notas
,persona,John,Smith,,,,3055550100,john@email.com,"100 Main St, Miami",2000.00,30,350.00,2026-10-31,

• A person goes with nombres (first names) and apellidos (last names); a business with nombre and tipo empresa.
• documento_tipo can be empty: the number decides it (in the United States, 9 digits are an EIN; in the Dominican Republic, 11 digits are a cédula and 9 an RNC).
• saldo_inicial is what the customer already owed you. It enters as a one-installment credit due on saldo_vence (YYYY-MM-DD or DD/MM/YYYY), and is collected in Accounts receivable like any other.

nombre,tipo,nombres,apellidos,nombre_comercial,documento_tipo,documento,telefono,correo,direccion,dias_credito,notas
Gulf Coast Auto Parts LLC,empresa,,,,ein,12-3456789,3055550199,sales@gulfcoastparts.com,,30,

The opening entry#

Inventory and what customers owe you came in with the import. The rest is missing: the cash, the banks and any other asset or debt.

1. Create your bank accounts first

   In Collections, Bank accounts, add each of the business's accounts. The opening entry asks for the balance of each one.

2. Open the opening entry

   In Accounting, Journal, click Opening entry. Type the Date, the Cash on hand, each bank's balance and, in Other assets and debts, whatever is needed: a vehicle, the furniture, a loan. The Opening capital is calculated automatically. Click Record opening.

   

3. Check it in the journal

   The entry is in the Journal, balanced against capital.

   

Common mistakes#

• "Unknown column." Do not rename the template's columns or add others.
• "A price is not valid." Amounts use a decimal point and no sign: 1500.50, not $1,500.50.
• "A tax does not exist." The name in impuestos must match the one in Inventory, Taxes. For a product with no tax, type ninguno.
• "My file is too big." A file takes up to 5,000 rows: split it into several.

Next step#

All set to sell: your first day.