The Import Assistant allows you to update items data for the following types of transactions: Cash Sale, Estimate, Invoice, Opportunity, Purchase Order, Sales Order, Vendor Bill, Vendor Credit, and Vendor Return Authorization. You can modify data for existing line items and/or add line items to existing transactions.

Be careful when entering numbers into a CSV file. Many spreadsheet programs do not allow or do not show leading zeros by default, which can be a problem if your data needs those leading zeros. You can work around this problem by formatting the cells in the spreadsheet program as text rather than numbers.

In order to set up your CSV files correctly before importing: