Update and Insert Records in ERPNext via single EXCEL/ CSV Upload

Update and Insert Records in ERPNext via single EXCEL/ CSV Upload. Item Price doctype has the most frequent requirement to update the item

 · 1 min read

Stepwise Guide


  1. Export Data of Item Price

  2. Update the existing items price and add new items as below , ensure item_code is exact for the new records.

  3. prepare-excel-for-update-insert-in-one-go-for-erpnext
  4. Go to Old Data Import Tool Search in Global Search Box (Awesome search bar) : "Data Import Legacy"

    https://{your domain name}/desk#List/Data%20Import%20Legacy/List


  5. Choose Options as below

  6. update-and-insert-records-in-erpnext-data-import-config-option-setup

Note : On Import system will update the Item Price for existing records and will create new records for which the item_code should match.

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