{"id":27484,"date":"2026-08-19T06:12:05","date_gmt":"2026-08-19T06:12:05","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27484"},"modified":"2026-08-20T12:04:18","modified_gmt":"2026-08-20T12:04:18","slug":"how-does-import-csv-process-works-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-import-csv-process-works-in-idempiere\/","title":{"rendered":"How Does Import CSV Process Works in iDempiere"},"content":{"rendered":"\n

The Import CSV Process<\/strong> is used to upload data from a CSV file into a selected iDempiere window using a predefined Import Template<\/strong>. The process validates the file format, column headers, and user permissions before importing the data. It supports Insert<\/strong>, Update<\/strong>, and Merge<\/strong> operations based on the selected import mode.<\/p>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • An active Import Template<\/strong> must exist before running the Import CSV Process.<\/li>\n\n\n\n
  • The uploaded CSV file must match the column layout defined in the Import Template.<\/li>\n\n\n\n
  • The selected Import Mode must be permitted for the user’s role.<\/li>\n\n\n\n
  • The file character set, separator, and quote character must match the Import Template settings.<\/li>\n\n\n\n
  • The system validates the uploaded file before importing the data.<\/li>\n\n\n\n
  • Only users with permission to use the Import Template can execute the process.<\/li>\n\n\n\n
  • Insert mode creates new records.<\/li>\n\n\n\n
  • Update mode updates existing records.<\/li>\n\n\n\n
  • Merge mode inserts new records or updates existing records based on matching keys.<\/li>\n\n\n\n
  • Invalid records are reported in the generated import log.<\/li>\n<\/ul>\n\n\n\n

    Process Flow<\/strong><\/h2>\n\n\n\n
    \"Tenthplanet-Idempiere-Data-Import-CSV-Process-ProcessFlow\"<\/figure>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • An active Import Template has been created.<\/li>\n\n\n\n
    • The user has permission to use the Import Template.<\/li>\n\n\n\n
    • The CSV file follows the template format.<\/li>\n\n\n\n
    • The required import window (for example, Business Partner) is available.<\/li>\n<\/ul>\n\n\n\n

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

      Menu \u2192 System Admin \u2192 General Rules \u2192 Import CSV Process<\/strong><\/p>\n\n\n\n

      The Import CSV Process window allows users to select an Import Template, choose the CSV file, select the Import Mode, and execute the import.<\/p>\n\n\n\n

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

      Step 1: Select the Import Template<\/strong><\/h3>\n\n\n\n

      The Import Template defines the structure of the CSV file and the target window where the data will be imported.<\/p>\n\n\n\n

      Instructions<\/strong><\/h2>\n\n\n\n
        \n
      • Open Import CSV Process<\/strong>.<\/li>\n\n\n\n
      • Select the required Import Template<\/strong>.<\/li>\n\n\n\n
      • Choose the CSV file to upload.<\/li>\n\n\n\n
      • Select the required Import Mode.<\/li>\n\n\n\n
      • Click OK<\/strong> to start the import.<\/li>\n<\/ul>\n\n\n\n
        \"Tenthplanet-Idempiere-Data-Import<\/figure>\n\n\n\n
        \"Tenthplanet<\/figure>\n\n\n\n

        Field Reference<\/strong><\/h2>\n\n\n\n
        Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
        Import Template<\/td>Import Business Partner<\/td>Yes<\/td>Template that defines the import structure.<\/td><\/tr>
        File Name<\/td>ImportBusinessPartner.csv<\/td>Yes<\/td>CSV file to upload.<\/td><\/tr>
        Import Mode<\/td>Insert \/ Update \/ Merge<\/td>Yes<\/td>Defines how the records are processed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

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

        After clicking OK<\/strong>, the system validates the uploaded CSV file using the selected Import Template.<\/p>\n\n\n\n

        The process checks:<\/p>\n\n\n\n

          \n
        • User access to the template<\/li>\n\n\n\n
        • CSV header format<\/li>\n\n\n\n
        • Character encoding<\/li>\n\n\n\n
        • File format<\/li>\n\n\n\n
        • Import mode permission<\/li>\n<\/ul>\n\n\n\n

          If validation is successful, the data is imported into the corresponding Import (Staging) table<\/strong>.<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          Step 3: Complete the Business Import Process<\/strong><\/h3>\n\n\n\n

          The Import CSV Process only uploads data into the Import (Staging) table<\/strong>. It does not directly create records in the master window.<\/p>\n\n\n\n

          For example, when importing Business Partners<\/strong>, the uploaded data is stored in the Import Business Partner<\/strong> table. The user must then run the Import Business Partner<\/strong> process to validate the records and transfer them to the Business Partner<\/strong> master window.<\/p>\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>
          Import Template not available<\/td>Template is inactive or access is not granted<\/td>Activate the template and assign the required role.<\/td><\/tr>
          Invalid CSV Header<\/td>Header does not match the Import Template<\/td>Correct the CSV header to match the template.<\/td><\/tr>
          Import Mode unavailable<\/td>Permission not granted<\/td>Enable Insert, Update, or Merge in Import Template Access.<\/td><\/tr>
          File validation failed<\/td>Incorrect separator, quote character, or encoding<\/td>Update the CSV file to match the Import Template settings.<\/td><\/tr>
          Records not available in the master window<\/td>Business import process not executed<\/td>Run the corresponding Import process (for example, Import Business Partner).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Next Steps<\/strong><\/h2>\n\n\n\n
            \n
          • Review the generated import log for any validation errors.<\/li>\n\n\n\n
          • Correct failed records and upload the file again if necessary.<\/li>\n\n\n\n
          • Run the related business import process to transfer data from the staging table to the master table.<\/li>\n\n\n\n
          • Verify the imported records in the target application window.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

            The Import CSV Process is used to upload data from a CSV file into a selected iDempiere window using a […]<\/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-27484","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\/27484","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=27484"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27484\/revisions"}],"predecessor-version":[{"id":27651,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27484\/revisions\/27651"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}