Information Technologies · Bulk data import from Excel
Bulk data import from Excel: start with your customers, products and accounts already loaded
Remotjob guides you through uploading, from an Excel or CSV file, the data your operation starts with: customers, suppliers, products, stock, chart of accounts, opening balances, subscriptions, operators and leads. You download the template, check what will be created before importing and, if something is off, you undo it.
A new system with no data is an empty screen nobody wants to fill in by hand
Typing in hundreds of customers, products or ledger accounts one by one slows the adoption of any module. Remotjob’s guided import turns your spreadsheets into real platform data, with the same rules and permissions as if you had created them by hand, and without the fear of not being able to go back.
From your spreadsheet to your data in the platform, in six steps
A single assistant, the same for all nine data types, with a review before anything is written.
1
Choose what to import
Customers, suppliers, products, stock, chart of accounts, opening balances, subscriptions, operators or leads. Only what your role can do in each module is enabled.
2
Download the template
An Excel workbook with the columns in your language, a fictitious sample row and an instructions sheet explaining what is required, the format of each field and the accepted values.
3
Upload your file
Excel or CSV. If the workbook has several sheets, you choose which one to import.
4
Review the column mapping
Remotjob suggests which field each column corresponds to, even if you used other names such as “Company name” or “Debit”, and you correct whatever is needed. If a required column is missing, it tells you before moving on.
5
See the validated preview
Each row shows its result and reason: it will be created, updated, skipped or has an error. The preview is a real run of the process that is rolled back, so what you see is what will be created. You can download a file with the rows that have errors.
6
Import, check and undo if needed
The import runs in batches and shows how many records were created, updated, skipped or failed. It is kept in the history and, if something was not as expected, you can undo it.
What is included
Nine starting data types
Customers, suppliers, products with color and size variants, opening stock by warehouse, chart of accounts, opening balances, subscriptions, production operators and CRM leads.
Template with instructions
An Excel ready to fill in, with the columns in the language of whoever downloads it, a fictitious sample and a sheet explaining each field.
Column mapping with suggestions
The assistant recognizes the usual column names and proposes the match; you correct it. It detects duplicated columns and missing required fields.
Validated preview
The format is checked in your browser (numbers, dates, emails, yes/no, options and RUT with its check digit) and then a real test run is done on the server and rolled back, so you see exactly what would happen.
Error file
A downloadable Excel with the row, the result, the reason and your original columns, so you can fix and re-upload only what is pending.
History and undo
Every import is recorded with who did it and when, its counters and the result of each row. The latest import of each type can be undone.
Shortcut from each module
From Customers, Suppliers, Chart of accounts, Subscriptions, Inventory stock and Operators there is an “Import from Excel” option that takes you straight to the assistant with the type already selected.
Its own process map, connected to your other modules
The module comes with its process map: what your team does and what the system does. It uses no AI and consumes no AI credits. It feeds Shop, Invoicing, Procurement, Inventory, Accounting, Subscriptions, Production and CRM, and what you load becomes knowledge that Company Brain and People Chat return as answers to decide on.
Bulk loads with control: you see first, you decide, you can undo
Importing hundreds of rows at once is delicate. That is why the assistant writes with your same permissions and rules, shows everything before you confirm and keeps a history of every load.
Role-based permissions: each data type requires the permission of the corresponding module, so nobody imports what they could not create by hand.
Each organization imports and sees only its own data; nothing is written into another organization.
The import writes with your session and respects the same rules, validations and locks as each module’s creation screen.
Rows with errors do not travel: only what passed validation is imported, and the rest stays in the error file.
A history with who imported, when, how many rows and the result of each one; only the person who ran the import can undo it.
Human review before writing: you confirm the preview and only then is it imported.
What it is and what it is not
It is a load of starting data, not a continuous synchronization or a permanent connection with another system: you upload a file and it is imported once.
Undo applies to the latest import of each type, and only while what was created is not in use: a customer with invoices or orders is not deleted, and stock whose count has already been applied is corrected with another count.
Opening balances are loaded as a single draft entry and it is all or nothing: if one row does not balance, nothing is created.
Subscriptions are born as drafts, and start dates earlier than one billing period are not accepted.
For products it covers the general case (a product with color and size variants); catalogs with specialized classifications keep their own importer.
Frequently asked questions
Which files can I upload?
Excel (.xlsx) or CSV files. We recommend starting from the template the assistant itself downloads, which has the columns in your language and an instructions sheet. If your workbook has several sheets, you choose which one to import.
What happens to rows that have errors?
They appear in the preview with their reason and are not imported. You can download a file with those rows, fix them and upload them again, while the rest of your data is already loaded.
Can customers or products be duplicated when importing?
The assistant recognizes each record by its key field (RUT, code, SKU or email, depending on the type). Depending on what you choose, it updates what already exists or only creates what is new, and skips repeated items it cannot identify with certainty.
Can I undo an import?
Yes. You can undo the latest import of each type: what was created is removed or deactivated and what was updated returns to its previous values. If something is already in use, for example a customer with an invoice, that record is kept and the result tells you so.
Does the import use AI or consume AI credits?
No. It is a guided validation and loading process, with no AI. It is included in the membership, and the permissions of each data type’s module keep applying.
Start with your data, not with an empty screen
Tell us which spreadsheets you have today; we will show you how they would look loaded inside Remotjob.
