Reusable Spreadsheet Data Imports

Use a data import when you regularly receive the same CSV or Excel export and want Peasy to remember how it maps into bills or sales orders. Each data import keeps the saved mapping, the upload history, and the item links from past runs, so the next file goes through faster.

Data imports cover bills and sales orders from spreadsheets you upload yourself. Shopify and QuickBooks sync separately under Integrations — they don't appear in the Data Imports list.

How to Get There

1. Open Configure in the sidebar.
2. Expand Data Imports.
3. Click Add Data Import to start a new one, or click an existing data import to upload another file with the same mapping.

You can also reach the wizard from the command palette (Cmd+K → "Add Data Import"), or by dropping a CSV, TSV, XLS, or XLSX file onto the Bills or Sales Orders page upload area — Peasy hands the file off to an embedded Data Imports wizard inside that same flow, no navigation required. The left Imports tab in that flow lists your saved Data Imports grouped by Sales Orders and Bills so you can pick an existing mapping to upload against.

Upload a File

Drag a file onto the upload zone, click to choose a file, or paste rows directly from a spreadsheet. Peasy accepts:

• CSV and TSV files
• XLS and XLSX spreadsheets (Peasy reads the first sheet)
• Pasted rows from any spreadsheet app

Give the data import a name like "Faire wholesale orders" or "Acme vendor invoices" — the name shows up in the Data Imports list, the Inbox, and history.

The Five Steps

After upload, the wizard walks you through five steps. The bar at the bottom of the screen shows where you are.

1. Setup — Peasy parses the file, guesses whether it is bills or sales orders, and asks for any import-level choices. For sales-order imports, this is where you map the customer from a CSV column or pick one Peasy customer, and optionally attribute the import to a Channel.
2. Map fields — review the suggested column mapping. The right-side panel shows your raw spreadsheet next to the mapping for easy comparison.
3. Map customers/vendors — confirm any customer or vendor matches Peasy needs before staging.
4. Map items — if any line items in the file aren't linked to Peasy items yet, match or create them here. Records without item mappings can't be finalized. See Matching External Items to Peasy Items for how matching works.
5. Review — final check before records appear in your Inbox. Peasy shows row counts and any blocking errors. Click Complete to stage everything for review.

For sales-order imports, the Channel chosen on Setup is remembered as a default for future uploads of the same data import. Channel attribution does not apply to bill imports.

Refresh-Safe Progress

Closing the tab, hitting refresh, or sharing the page URL keeps you on the same step. Peasy remembers what's been parsed, mapped, and staged so you don't lose work mid-import.

What Peasy Detects

While you're in the wizard, Peasy looks at headers, sample rows, and the filename to detect:

• Whether the file looks like bills or sales orders.
• Whether it matches a saved mapping from a previous data import — if it does, the column mapping fills in automatically.
• How rows should group into records (multiple line items for one bill, or one record per row, or grouped by a key column like Order ID).
• Which column identifies line items.
• Whether vendor/customer review or item mapping is needed before staging.
• For sales-order imports, whether customer names come from a column or one Peasy customer, and whether the run should be attributed to a Channel.

If Peasy is confident, choices fill in for you. If not, the wizard asks you to pick.

Item Review and Matching

Spreadsheet imports use item matching when a bill or sales order line refers to something Peasy does not recognize yet. Match the external line-item name or SKU to the right Peasy item so the staged record can be reviewed in the Inbox.

Peasy remembers item mappings for each data import. The next time you upload a similar spreadsheet, known line items can skip review and flow straight to record review.

For the shared matching rules, including when to use an existing item family versus creating a new one, see Matching External Items to Peasy Items.

Reviewing What You Imported

Click Complete on the Review step and the staged records land in two places:

• Inbox — every staged bill or sales order appears there as a pending document with the file name and your name as the uploader. Open one to finalize it. See Using the Inbox.
• History — under the data import in the sidebar (General → History), you can see every past run: who uploaded what, how many rows came through, how many records are still pending, and a preview of the parsed spreadsheet.

You finalize each staged record from the Inbox. The line-item links you made during item review carry through.

Settings on the Data Import

Open an existing data import in the sidebar to see three pages:

• General — rename the data import, pick a default location and a default customer (used when those columns are blank in the file). Saves automatically.
• Item Mappings — every line-item link Peasy has learned for this data import. Filter to "imported" to see only items already linked. Use this when a vendor renames a SKU and you need to relink.
• History — past upload runs, including pending and completed ones.

Good to Know

• Data imports stage bills and sales orders only. Importing items, customers, or vendors uses separate flows — see Importing Items from a CSV and the bulk-add tools on the Customers and Vendors pages.
• Files larger than 10,000 rows need to be split before upload.
• Peasy never auto-creates a bill or sales order. Everything stages for human review in the Inbox first.
• Need help mapping or running a tricky import? Drop the file into a Beacon chat — see Using Beacon for Data Imports.

Related

• Using the Inbox — finalize staged records
• Using Beacon for Data Imports — analyze and stage from chat
• Matching External Items to Peasy Items — match spreadsheet line items to Peasy items
• Integrations Overview — Shopify, QuickBooks, and other connections
• Importing Items from a CSV — item catalog import