Imports

Validate and import supported workbook data into product workflow modules without bypassing data checks.

What this module does

Imports provides a controlled workbook workflow for bringing organization data into CapitalOS. The import hub supports Research, the SKU registry, Quotation, Testing, and Returns as target modules.

Before import, the workflow reads workbook sheets, lets the user select relevant tabs, previews rows, reports readiness problems, and supports permitted corrections or matching decisions.

When to use it

Use Imports when your team has a supported workbook containing product, sourcing, testing, or returns data that should become CapitalOS records.

Use the normal module grid for small manual changes. Orders are synchronized through the commerce integration rather than this organization workbook importer.

Imported product data must connect to the organization and its shared SKU identity. The selected target module determines which fields are recognized and which records are created or updated through the supported import flow.

Product aliases can help match external SKU values to the organization’s canonical product identity. Workbook validation protects downstream Research, Quotation, Testing, Products, and Returns relationships.

Main concepts

Target module: the CapitalOS area that will receive the imported rows.
Workbook sheet or tab: a selectable source table inside the uploaded file.
Preview: the parsed rows shown before data is committed.
Readiness issue: a missing, invalid, conflicting, or unmatched value that needs attention.
Required field: a value the target import cannot safely omit.
SKU match: the connection between an imported identifier and the organization SKU registry.
Product alias: an accepted external identifier mapped to a canonical product.
Import result: the summary of accepted, rejected, created, or updated rows returned by the workflow.

Typical workflow

Confirm the active organization and target module.
Upload the supported workbook.
Review the workbook sheets and select only the tabs intended for import.
Inspect the preview and detected field mapping.
Resolve readiness issues, especially required fields, dates, duplicate SKUs, and unmatched products.
Review any edited preview values before continuing.
Run the import and wait for its result.
Open the target module and verify the new or updated records.
Keep the result summary when unresolved rows need another pass.

Permissions and prerequisites

You need Imports access through the organization workflow and access to the target module. The workbook must use a supported file structure and contain data that can be scoped to the active organization.

Do not force an uncertain SKU match. A wrong match can connect downstream records to the wrong product, while an unresolved row can be corrected and imported later.

Guides planned for this module

Prepare and validate a workbook.
Select workbook sheets and target modules.
Read and resolve readiness issues.
Map, preview, and review import results.
Import Research, Quotation, Testing, or Returns data.
Review import results and retry unresolved rows.