Importing and exporting data in Fact makes business management easier by allowing to:
Quickly add new data (e.g., products or clients)
Update existing data (without manual entry)
Extract information for analysis or archiving
These tools are especially useful for saving time when handling large volumes of data.
What Can Be Imported
Fact allows you to import the following types of data:
Product categories
Catalog products
Clients
Invoices and credit notes
ℹ️ Specific rules for each type of data (required columns, expected formats, units, etc.) are detailed in dedicated articles:
What Can Be Exported
The following data can be exported in .csv or .xls format:
Categories
Items
Clients
Exporting allows to retrieve data to process it in a spreadsheet or integrate it into another tool.
Import Data
Accepted File Formats
The following formats are supported:
.xlsx(recommended for accented characters and complex formats).csv(delimiter must be specified).ods
General Rules
The file must contain a header row with column names.
Up to 2000 rows can be imported at once.
Column order does not matter.
Unrecognized columns are ignored.
Decimal values: Use a period (.) as the separator (e.g.,
9.99).For sensitive numeric fields in
.xlsxfiles (e.g., phone numbers, SIRET, postal codes), add an apostrophe (’) to preserve formatting and leading zeros.Some fields require specific formats (see dedicated articles).
💡 Pre-filled import templates are available directly in the import interface for each data type.
Steps to Import
Go to Settings > Import
Select the type of data to import:
Drag and drop your file, or browse to select it
(for.csvfiles, specify the delimiter used)
Match your columns in the column mapping screen
Click Import to confirm
Column Mapping Screen
Before finalizing the import, Fact lets match the columns in the file to the expected fields.
Key features of this screen:
An alert at the top lists required columns that are correctly mapped and those still missing, to ensure that all essential data will be imported.
If Fact recognizes some columns based on their headers, they will be pre-mapped automatically.
You can set a default value for some fields — if a cell is empty, the default will be used.
A preview of the first 10 rows of your file is displayed to help with accurate column mapping.
Import Results
Once the import is complete, a summary screen will appear with:
The total number of rows processed
The number of successful and failed rows
A detailed error table showing issues by row and column
This summary helps you quickly identify any adjustments needed in your file before re-importing.
Exporting Data
You can export categories, items, and clients in .csv or .xls format.
Steps to Export
Go to Settings > Export
Select the type of data to export
Click Download to retrieve the file