Yojika
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Import parties from a spreadsheet

Bring your whole customer and supplier list in at once from a CSV file.

Updated

If you already have your customers and suppliers in Excel or your old software, you can bring them in all at once instead of adding them one by one.

Import your parties

  1. On the Parties screen, open the More menu and choose Import (on a phone) or click Import in the toolbar.
  2. Click Download template and save the CSV file. Fill it in — or export your contacts from your old software as a CSV.
  3. Click Choose CSV file and pick your file.
  4. Yojika shows a preview before saving anything:
    • X ready — parties that will be added.
    • already exist (skipped) — parties already in your list.
    • with errors (skipped) — rows Yojika could not read, with the reason shown. Fix these in your file and import again.
  5. Click Import to add the ready rows.

Nothing is saved until you click Import, and only valid rows are brought in.

Good to know

  • A party with a GSTIN is matched on that number; without one, it is matched on the name — so the same party is not added twice.
  • Save your file as CSV UTF-8 in Excel so names in Hindi or other Indian scripts come through correctly.
  • Importing adds to your list — it does not replace it.