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:
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
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
- Select the Export tab
- Choose a table from the dropdown
- Click Preview to see the data before downloading
- 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
- Select the Import tab
- Click the upload area or drag and drop a file
- 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 |
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.