Step-by-Step: Enabling and Using Customisable CSV Export
Step 1: Enable the Feature via Role Permissions
Go to System Setup.
Navigate to Roles & Permissions.
Select the relevant user role (e.g., Support Analyst, Finance Team).
Find the permission for Customisable CSV and enable it.
Save changes.
Step 2: Access the CSV Export Settings
Go to System Setup.
Look for the Customer CSV.
Click “Add Custom CSV”
A dropdown will appear with the list of available data types:
Account
Contact
Place
Product
Product Accessory
Product Depot Information
Product Group
Product Sales Price
Product Purchase Price
Stock Item
Step 3: Choose Columns to Map to your import file
For each data type, a unique set of fields will be available. For example, Products will have different fields than Accounts.
Naming the Mapping
Assign a name to your mapping for easy identification.
Active vs. Inactive Mapping
When a mapping is active, it will be applied during both import and export processes.
When a mapping is inactive, the system will default to the standard data dictionary for imports.
Mapping Fields
You can map all available fields manually by moving them from the Available Fields list to the Selected Fields list and assigning the appropriate names.
Auto-Mapping with Sample File
When you upload a sample file, ERP Go will attempt to automatically match the available fields to those in your file. You can review and adjust these mappings as needed.
Step 5: Save Your Configuration
Once your columns are set, click Save .
Your settings will now apply to all future imports and exports using this format.
Best Practices
Start with Core Data: Import foundational entities first (e.g., Account, Contact, Place).
Follow Dependencies:
Import Product Group before Product.
Import Product before Product Accessory and Product Prices.
Validate Before Import: Ensure mandatory fields are included in your template.