Can I run the import twice?

Yes, but a second run with the same names creates duplicates unless the review grid flags them. Import once, check, and add stragglers by hand.

Is there a sample template to download?

The import maps whatever headers your sheet has, so a template is not required. Where a sample is offered on the import screen, use it as a starting point.

Docs · Customers and suppliers · How-to

Import customers and suppliers from Excel

You will have every customer and supplier from your old system in NShine ERP, each with its address, tax registration, credit terms and opening balance, without typing them one by one.

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AI › AI Data Import reads an Excel file, matches its columns to NShine ERP fields and shows you every row before anything is saved. There are two import types for this job: Customers (customer ledgers) and Suppliers (supplier ledgers). Run them separately.

Nothing is written until you click Confirm, so you can upload, look, fix the sheet and upload again.

Before You Start

One sheet per type, one row per customer or supplier, with a header row. Keep the names unique.
For suppliers, a Supplier Type column whose values already exist under Settings › Dropdown Values.
For opening balances, a column with the net amount owed on your start date and, ideally, the Opening Date.
The Financial Year that contains the opening date exists under Settings › Financial Year.

Steps

Open AI › AI Data Import and choose Customers (or Suppliers).
Upload the .xlsx or .xls file. The columns are read and matched to ERP fields such as Customer Name, TRN, Phone, Address, City, State, Country, Credit Period, Credit Limit, Opening Balance.
Check the column mapping and fix any column that was matched to the wrong field. A column you do not want imported can be left unmapped.
Review the rows: each is marked ready, needs review or invalid. Invalid rows usually have a missing name, a State or Country that is not recognised, or a supplier type that does not exist.
Fix the flagged rows in Excel and upload again, or correct them in the review grid where the screen allows it.
Click Confirm. The records are created; nothing was saved before this step.
Open Customers (or People › Suppliers) and compare the Amount to Receive or Amount to Pay KPI with the total of your opening-balance column.

Columns the import reads

Column	What to put in it	Required
Customer Name / Supplier Name	Unique name per row	Yes
Supplier Type	An existing dropdown value (suppliers only)	Yes for suppliers
TRN	Tax registration number	No
Email, Phone	Contact details	No
Address, City, State, Country, Zip Code	Billing address	State and Country
Credit Period, Credit Limit	Days and amount	No
Opening Date	Date the balance applies to	With Opening Balance
Opening Balance	Amount owed (by the customer / to the supplier) on that date	No
RCM Applicable	Yes/No	No

What This Changes

One ledger per row is created under Account Receivables (customers) or Account Payable (suppliers) in Books › Chart Of Accounts.
Each Opening Balance posts an OB entry to its ledger, so the list balances, the Customers Balance Statement, the Suppliers Balance Statement and the Trial Balance show the imported position.
The dashboard’s Total Customers and Total Suppliers tiles and Pending Payments update.

Tips

Import before bookings and invoices. Booking and invoice imports match customers and suppliers by name, so the names must already exist.
Put advances in the same Opening Balance column as a negative number so the direction (Dr/Cr) comes out right; check one record after import before doing the rest.
A row that shows needs review often has a small spelling difference in State or Country. Use the names exactly as they appear on the Add form.

Frequently asked questions

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.