Importing my data from a file

Open Administration, Organization, then Import your data. Choose the kind of data: contacts, companies, deals, products, suppliers, employees, projects, tasks, opening accounting balances, and others depending on the applications in your plan. Each kind requires the right to create that data.

The steps are always the same: download the template (it comes in your language), fill it in, drop it, correct the column mapping MAYA proposes, check the preview, then run the import.

A duplicate is COUNTED, never overwritten or merged — within the file first, then against your database. Running the same file twice therefore creates nothing more.

An unreadable line is an error OF THAT LINE: it is not written, the others are, and the preview tells you which one and why. A date is read day, month, year (for example 31/12/2026) or year-month-day, never in the American format.

Opening balances are the only exception: all or nothing. A trial balance that does not balance is not an accounting entry, so nothing is written and the reason is stated.

For employees, the department and contract type are LOOKED UP, not created: an import does not invent your organisation chart. A new company has no contract types — they depend on the country's law — and the import points you to the contract types screen.