Migrating from Excel to ERP

Step-by-step methodology for moving spreadsheet data into NEXO 4 ERP.

Spreadsheet Migration Guide

Spreadsheets often contain inconsistent formatting and hidden formula errors that must be addressed before import.

Migration Steps

1. Export Raw Sheets: Save current sheets as clean CSV or Excel files.
2. Download ERP Templates: Use the Data Import tool to download blank templates with column headers.
3. Format Alignment: Match date formats (YYYY-MM-DD), clean phone numbers, and remove special characters.
4. Dry Run Import: Run test imports in preview mode to review validation errors before committing data.