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Bulk import with linked fields

How Excel templates work for every collection — Data sheet dropdowns, lookup sheets for linked records, and uploading without pasting UUIDs.

Updated August 1, 2026

Any collection that has linked fields (foreign keys) uses the same Excel bulk-import pattern. You do not need a special template per table — downloading Template always matches the current schema.

When this applies

If the collection links to another collection (for example stock → product, price list item → product), the template is an Excel (.xlsx) file.

Collections with no linked fields still use a simple CSV or Excel template with plain columns.

What’s in the template

  1. Data sheet — one column per importable field. Linked columns show a dropdown of existing records (by name / code, not UUID).
  2. Extra sheets — one sheet per linked collection (for example Products). Column A is the label you pick; the Id column is hidden and used by the system.

If two fields link to the same collection, they share one lookup sheet.

How to import

  1. Open the collection list and choose Bulk upload / Import.
  2. Click Template and download the file.
  3. On the Data sheet, fill rows. For linked columns, pick from the dropdown (do not invent names that are not on the lookup sheet).
  4. Save and upload the .xlsx file (CSV is not accepted when the collection has links).
  5. Review the list. If some rows were skipped, the message will say which labels were not found — re-download the template if masters changed.

Create masters first

Dropdowns only list records that already exist. Add products, warehouses, customers, and other masters before bulk-importing rows that link to them.

New collections and new links

When you add a collection or a new linked field in Settings → Collections, the next template download includes the new dropdown and sheet automatically. No separate setup step.