{"id":22520,"date":"2026-08-04T10:54:23","date_gmt":"2026-08-04T10:54:23","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=22520"},"modified":"2026-08-20T09:17:55","modified_gmt":"2026-08-20T09:17:55","slug":"how-to-use-import-file-loader-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-use-import-file-loader-in-idempiere\/","title":{"rendered":"How to Use Import File Loader in iDempiere"},"content":{"rendered":"\n

The Import File Loader in iDempiere is a standard utility that reads an external CSV file and loads its contents into an import staging table, ready for validation and processing.<\/p>\n\n\n\n

It is used within standard data migration and periodic data-load processes, such as bringing in invoices, business partners or other master and transaction data from external systems.<\/p>\n\n\n\n

Process Flow<\/strong><\/h2>\n\n\n\n
\"Tenthplanet<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Data loaded through the Import File Loader is placed in a staging table, not directly in business tables.<\/li>\n\n\n\n
  • The selected Import Format determines how CSV columns map to staging table fields.<\/li>\n\n\n\n
  • The CSV file encoding must match the selected Charset for the load to read data correctly.<\/li>\n\n\n\n
  • Loaded records must be reviewed in the corresponding Import window before running the import process.<\/li>\n\n\n\n
  • Only after the Import Process runs successfully are records created in the actual business tables.<\/li>\n\n\n\n
  • Successfully imported records are marked with the Imported flag set to Yes.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • A CSV file prepared with columns matching the target Import Format.<\/li>\n\n\n\n
    • An Import Format record already configured in the Application Dictionary (e.g., Import Invoice).<\/li>\n\n\n\n
    • User role with access to the Import File Loader and the related Import window.<\/li>\n<\/ul>\n\n\n\n

      Navigation<\/strong><\/h2>\n\n\n\n

      Menu \u2192 General Admin \u2192 Import \u2192 Import File Loader<\/strong><\/p>\n\n\n\n

      Users see a form to select a CSV file, choose the file encoding, select an Import Format, and trigger the load.<\/p>\n\n\n\n

      Configuration Steps<\/strong><\/h2>\n\n\n\n

      Step 1: Prepare the CSV File<\/strong><\/h3>\n\n\n\n

      The CSV file must contain columns that align with the target Import Format before it can be loaded successfully.<\/p>\n\n\n\n

      Prepare the CSV file with the required columns and data, matching the structure expected by the selected Import Format.<\/p>\n\n\n\n

      Step 2: Confirm the Import Format<\/strong><\/h3>\n\n\n\n

      The Import Format defines how each CSV column maps to a field in the staging table, so it must already be configured and available.<\/p>\n\n\n\n

      Verify that an appropriate Import Format record, such as Import Invoice, exists in the Application Dictionary before loading.<\/p>\n\n\n\n

      Step 3: Open Import File Loader and Select the File<\/strong><\/h3>\n\n\n\n

      Opening the window and selecting the file is required to point the loader at the correct data source.<\/p>\n\n\n\n

      Navigate to Import File Loader, then browse and select the prepared CSV file.<\/p>\n\n\n\n

      Step 4: Select Encoding and Import Format<\/strong><\/h3>\n\n\n\n

      Selecting the correct Charset and Import Format ensures the file is read accurately and mapped to the right staging table.<\/p>\n\n\n\n

      Select UTF-8 (or the applicable encoding) and choose the matching Import Format, such as Import Invoice, from the list.<\/p>\n\n\n\n

      Step 5: Load the File<\/strong><\/h3>\n\n\n\n

      Triggering the load is required to move the CSV data from the file into the staging table for review.<\/p>\n\n\n\n

      Click the Load control to upload the file. The system reads the CSV and inserts records into the related staging table, such as I_Invoice.<\/p>\n\n\n\n

      Step 6: Review and Run the Import Process<\/strong><\/h3>\n\n\n\n

      Reviewing staged records before running the import process helps catch data issues before they reach business tables.<\/p>\n\n\n\n

      Open the related Import window, such as Import Invoice, review the loaded records, then run the Import Process to create the final business records.<\/p>\n\n\n\n

      \"Tenthplanet<\/figure>\n\n\n\n
      \"Tenthplanet-Idempiere-Data-Import<\/figure>\n\n\n\n
      \"Tenthplanet-Idempiere-Data-Import<\/figure>\n\n\n\n
      \"Tenthplanet-Idempiere-Data-Import<\/figure>\n\n\n\n
      \"Tenthplanet-Idempiere-Data-Import<\/figure>\n\n\n\n

      Field Reference<\/strong><\/h2>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      File<\/td>invoices.csv<\/td>The CSV file selected for loading into the staging table.<\/td><\/tr>
      Charset<\/td>UTF-8<\/td>Character encoding used to read the CSV file.<\/td><\/tr>
      Import Format<\/td>Import Invoice<\/td>Predefined format that maps CSV columns to staging table fields.<\/td><\/tr>
      Load<\/td>(action button)<\/td>Triggers loading of the CSV file into the staging table.<\/td><\/tr>
      Imported<\/td>Yes<\/td>Flag on the staging record confirming the import process created the business record.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
      Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
      Load fails or file will not upload<\/td>Incorrect file path or unsupported file type selected<\/td>Re-select a valid CSV file and retry the load.<\/td><\/tr>
      Data appears garbled after loading<\/td>Charset does not match the actual file encoding<\/td>Select the correct Charset, typically UTF-8, matching the file.<\/td><\/tr>
      Records not loaded into staging table<\/td>Import Format not selected before clicking Load<\/td>Select the appropriate Import Format, then load the file again.<\/td><\/tr>
      Columns map to the wrong fields<\/td>CSV column order does not match the Import Format<\/td>Align CSV columns with the Import Format definition and reload.<\/td><\/tr>
      Staged records missing from Import window<\/td>Wrong Import window opened for the loaded data type<\/td>Open the Import window matching the Import Format used, e.g., Import Invoice.<\/td><\/tr>
      Imported flag stays No after running the process<\/td>Import Process failed validation on one or more records<\/td>Review error logs on the staged records and correct the data.<\/td><\/tr>
      Duplicate records created<\/td>Same CSV file loaded and processed more than once<\/td>Check staging data for duplicates before re-running the Import Process.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Next Steps<\/strong><\/h2>\n\n\n\n
        \n
      • Import Format \u2013 configure or review how CSV columns map to staging fields.<\/li>\n\n\n\n
      • Import Invoice (or relevant Import window) \u2013 review staged records before processing.<\/li>\n\n\n\n
      • Import Process \u2013 run the process that converts staged records into business data.<\/li>\n\n\n\n
      • Business Partner \/ Product Import \u2013 apply the same load-and-import flow to other data types.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        The Import File Loader in iDempiere is a standard utility that reads an external CSV file and loads its contents […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,92],"tags":[],"class_list":["post-22520","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-data"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22520"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22520\/revisions"}],"predecessor-version":[{"id":27432,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22520\/revisions\/27432"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}