Import / Export

Import and export data between Paloma365 and Excel/CSV files.

How to Access

Navigate to Settings → Import / Export in the sidebar.

Route: /settings/import-export

Quick actions:

• Open list

Overview

The Import / Export page allows you to:

• Export data from any reference table (items, clients, warehouses, employees, etc.) to a CSV file
• Import items and services from Excel files (.xls, .xlsx) into the system
• Import clients and suppliers from a file — see Importing Clients and Suppliers

Export

Available Tables

Table	Description
Items & Services	Product catalog (s_items)
Clients / Suppliers	Counterparties (s_clients)
Warehouses	Storage locations (s_warehouse)
Employees	Staff (s_employee)
Organizations	Legal entities (s_organizations)
Units of Measurement	Measurement units (s_units_of_measurement)
Specifications	Item categories (s_specifications)
Price Types	Price categories (s_prices_types)
Payment Types	Payment methods (s_types_of_payment)

Step-by-Step Guide

1. Select the Export tab
2. Choose a table from the dropdown
3. Click Preview to see the data before downloading
4. Click Download CSV to save the file

Import

Supported Formats

• .xls (Excel 97-2003)
• .xlsx (Excel 2007+)
• .csv (Comma-separated values)

Step-by-Step Guide

1. Select the Import tab
2. Click the upload area or drag and drop a file
3. Click Import to upload the file

Import Template

The Excel import expects the following column order for items:

Column	Field	Description
A	idout	External ID
B	isgroup	Is group (Yes/No)
C	parentid	Parent group name
D	name	Item name
E	price	Price
F	measurement	Unit of measurement name
G	mainShtrih	Barcode

Importing Clients and Suppliers

1. On the Import tab, set What to import to Clients / Suppliers
2. Choose the file — a preview of its rows appears
3. Above each column, choose what data it holds, or leave «— skip —». If the file has a header row («Name», «Phone», etc.), the columns are recognised automatically. A file prepared for the old dashboard is set up with one choice in the Column order list — it offers the same variants as the old dashboard
4. Click Start import. When the upload finishes, check the result in the «Clients / Suppliers» list

Column	What is loaded
Name	Required (or «External ID»). A client with the same name (case-insensitive) is updated, otherwise a new one is created
Phone	Client phone
Date of birth	Only from XLS/XLSX where the date is stored as a date cell
Address	Client address
BIN/TIN	Registration number
Card code	Client card code
External ID	Code from another system. Without a «Name» column the external ID becomes the name
Is Group	«Да», «Yes» or 1 — the row creates a group, not a client
Group (external ID or name)	The group the client goes into: an existing one or one created by a row above in the same file
Debt	The client's debt — a «Cash Outcome» document is created for the row (cash register and organisation no. 1, note «Прогрузка долга»)

Good to know:

• XLS/XLSX — the first row of the file is treated as a header and is not loaded; data is read from row 2
• CSV — columns must be separated by a semicolon «;»; every row is loaded, so a CSV must not have a header row
• The «Debt» column cannot be the first column of the file — the dashboard will not send such a file
• Loading a file with a «Debt» column again creates the «Cash Outcome» documents again

Tips

• Export data first to see the expected format before importing
• The import will update existing items if a matching name is found
• New items will be created if no match exists
• Maximum file size for import: 50 MB

FAQ

Q: Can I import items with prices?

A: Yes, include the price in column E of the Excel file.

Q: What happens if an item already exists?

A: The system matches by name (case-insensitive). Existing items are updated, new items are created.

Q: Can I export documents?

A: Currently, only reference tables (guides) can be exported. Document export is available through individual document pages.