Zigaflow Help Center

Importing Data

Import from other systems using spreadsheets

21 articles

Creating Custom Field During ImportFlexi-Import allows you to create a custom fields when importing

Everything you need to know about importing customer data

Import Customers from a Fixed SpreadsheetStep-by-step instructions on importing your customers into Zigaflow

Import Customers from a Spreadsheet with Selected ColumnsImport your clients by mapping fields from a spreadsheet which is not our template layout

Importing ContactsUse the flexi-import to import only the columns of data you need

Learn how to import data relating to your suppliers or vendors

Importing Suppliers from a SpreadsheetStep-by-step instructions on importing your suppliers into Zigaflow

Importing Supplier ContactsUse a spreadsheet to import supplier contacts

How to import items, and their attachments, etc.

How to Import Spreadsheet Data with Specific ColumnsA flexi-import allows you to map the information in your spreadsheet to where you want it in your Zigaflow item list

How to import items into your item list using our spreadsheet templateUse our default template to import your items into your item list

Bulk Importing Attachments onto ItemsImport specifications and other attachments in bulk onto items

Bulk Importing Images onto ItemsImport images easily by either matching filename or other methods

Importing Item AttributesHow to set them up, and populate them

Inventory/Stock Data

Importing Inventory/Stock Quantities

Import Inventory/Stock from a SpreadsheetImport for the first time when setting up the system, or update quantities on an on-going basis

Import Client/Customer Assets

Import items at the customers' locations that you service

Import Client AssetsImport existing customer/client assets into Zigaflow from a spreadsheet

Importing both base variants and SKUs

Import SKU/Items into VariantsAdd SKU/Items to one or more Variants from a spreadsheet

Import Variant(s) from a SpreadsheetImporting the base code and settings

Existing Quotations, Orders, etc.

Import live or historical quotation, orders, invoices, etc. from your old system via spreadsheets

Import Leads from a SpreadsheetFrom your old system or a one-off event or source

Import Quotations from a SpreadsheetImport the top level details

Import Jobs/Orders from a SpreadsheetMore than one job/order can be imported from a spreadsheet

Import Purchase Orders from a SpreadsheetMore than one one Purchase Order (PO) can be imported in one spreadsheet

Import Invoices from a SpreadsheetMore than one invoice can be imported from a spreadsheet

Import Contracts from a SpreadsheetMore than one contract can be imported from a spreadsheet