Importing Data into Repbox

The import feature in Repbox allows you to bring in large amounts of data quickly using a CSV file. This same process applies across all modules — Accounts, Contacts, Manufacturers, Products, and more.

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If you are importing Sales or Commission data, see the Importing Sales & Commission Data article, which covers the additional aliasing feature.

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V7 Instructions (Current)

Preparing Your File

You can use any spreadsheet (Excel, Google Sheets, etc.) saved as a CSV file. Repbox also provides downloadable templates for each module — see the Onboarding List and Templates article for links.

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You do NOT have to have your columns in the same order or with the same name as the Repbox fields — you will map them manually during the import process.

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Running the Import

1. Navigate to the module you want to import into (e.g. Accounts, Contacts, Manufacturers)
2. Click the down arrow next to the Add button in the top right
3. Select Import

1. Click Choose File and select your CSV
2. Under Has Header, select Yes if your spreadsheet has column headers (recommended)
3. Click Next

Managing Duplicates

On the next screen, Repbox will ask how to handle records that may already exist in the system. Choose one of the following:

• Skip — Ignore duplicate records and only import new ones
• Overwrite — Replace existing records with the data from your file - This will overwrite all data based on the fields that are matched.