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Import types and what each creates

You will know, for each of the ten import types, what one row turns into, which records must already exist, and what the import posts to.

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AI › AI Data Import offers ten import types. Pick the one that matches the screen the records belong on; the mapping and the checks are specific to that screen. One row in your sheet is one record.

Master records

Import type	One row becomes	Must exist first	Posts to
Vehicles	A vehicle record, matched by registration number; existing numbers are updated rather than duplicated.	Vehicle types and suppliers for market vehicles, if you fill them.	Nothing in the books.
Drivers	A driver or employee record with Employee Type, Joining Date, salary type and bank details.	Nothing.	Opening balance, if given, to the employee ledger.
Customers	A customer record and its Account Receivables ledger, with credit terms and opening balance.	Nothing.	Opening Balance on the Opening Date.
Suppliers	A supplier record and its Account Payable ledger, with Supplier Type and opening balance.	Nothing.	Opening Balance on the Opening Date.

Operations

Import type	One row becomes	Must exist first	Posts to
Bookings	A booking (LR) with customer, vehicle, driver, dates, route, container and goods details, amounts and custom fields.	Customers, vehicles, drivers and suppliers named in the rows.	Booking revenue and status; invoices are raised separately.
Fuel Tracking	A fuel entry with odometer, quantity, rate and a payment scenario: Paid, Not Paid or Paid By Employee.	Vehicles, fuel stations as suppliers, payment types, the employee for Paid By Employee.	Cash or bank, the station’s payable, or the employee balance, by scenario.

Books

Import type	One row becomes	Must exist first	Posts to
Expenses	An approved expense voucher, one line per voucher, with expense account, amount, tax and Related To.	Expense accounts in the Chart Of Accounts, payment types, the bank or cash account paid from, the booking or vehicle it relates to.	The expense ledger and the paying account; the booking’s Expenses Total if related.
Bank Transactions	A transfer between two of your accounts: bank to bank, bank to cash or cash to bank.	Both accounts under Books › Bank.	The two account ledgers.
Bank statement	A statement line held for reconciliation against your bank book, not a transaction.	The bank account.	Nothing until a line is matched or posted during reconciliation.
Purchase Invoice	A purchase invoice with one product line, into a warehouse.	Supplier, product, warehouse.	Supplier payable and stock on hand.

Order of imports when moving from another system

Set up by hand what imports do not cover: Settings › Company, Financial Year, Currencies, Tax Rates, Payment Type, Invoice Settings, and bank and cash accounts under Books › Bank.
Import Customers, Suppliers, Vehicles and Drivers.
Import Bookings for the period you want in the app.
Import Fuel Tracking and Expenses, since they reference vehicles and bookings.
Import Bank Transactions, then Bank statement lines for the months you will reconcile.
Raise historical invoices and payments on the screens, or carry them as opening balances on the customer and supplier records.

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.