Import customers, products, and historical invoices

Use Fatoora Import for PRODUCTS, CUSTOMERS, INDIVIDUALS, and INVOICES: upload Excel/CSV, map columns, quality check, batched import, and numbering floor.

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Open Import at `/t/{slug}/imports`. Fatoora supports four entity types: PRODUCTS, CUSTOMERS, INDIVIDUALS, INVOICES.

Limits

Upload Excel or CSV up to about 15MB / 20,000 rows. Import runs in batches (default 50 rows).

Wizard steps

• Upload file → Continue to mapping
• Map columns (auto-suggest + manual)
• Run quality check
• Start import / Continue batches
• Done — review imported records; you can delete imported records or the job if needed

Required mapping (minimums)

• Products: `name`, `itemCode`
• Customers / individuals: `name` (plus TIN / national ID fields as applicable)
• Invoices: `receiverName` plus amounts/lines/optional ETA UUID fields depending on your sheet

Numbering and historical invoices

Internal document numbers use `{prefix}-{YYYY}-{####}`. When importing historical invoices, keep sequences healthy — the tenant can use a sequence floor so new live numbers do not collide with imported ones.

Practical migration order

• Clean TINs, names, and item codes in Excel first
• Import PRODUCTS
• Import CUSTOMERS / INDIVIDUALS
• Optionally import historical INVOICES
• Pilot one live Preprod invoice end-to-end
• Then go Prod

After import

Use list search/filters on Customers, Products, and Outbound documents. Continue with Create, sign, submit.