Overview
Ocerra includes a file-based import option for loading and updating data using the Ocerra import template.

This option is available in Settings > Import.

What can be imported
The current import template supports:

  • Currencies
  • Tax rates
  • Item codes
  • GL accounts
  • Vendors
  • Extension 1 to Extension 5 values*

How file-based import works
File-based import uses an Excel template provided by Ocerra. You complete the relevant tabs in the template, save the file, then upload it into Ocerra from the import screen.

The latest version of the import template should always be used, as it defines the available tabs and columns for import.

Format
File-based import uses the Ocerra Excel template in XLSX format.

Important notes

  • File-based import is completed from Settings > Import.
  • The import uses the Ocerra template, not a CSV file.
  • The current template should be treated as the source of truth for the available import tabs and fields.
  • File-based import can be used to add new records or update existing records.

*Extentions explained:

These tabs are used to import values for your Extension fields in Ocerra. Extension fields are custom lists you can use to capture extra information on invoices, such as a department, branch, cost centre, region, site, project group, or any other business category your team wants to track.

For example, a business might use:

  • Extension 1 for Departments such as Finance, Operations, and Sales
  • Extension 2 for Branches such as Auckland, Sydney, and Melbourne
  • Extension 3 for Cost Centres or internal business units

This allows users to select consistent values in Ocerra instead of entering free text manually.