4-step wizard to import any entity from your own CSV: column mapping, validation with per-cell error highlighting, and choice of import mode.

Custom import

When you have a CSV exported from another system - with headers in Spanish, columns in a different order, or extra fields that do not exist in the template - each section's Import button may reject it. The Data center's Import wizard solves that problem: you can use any CSV as a starting point and map your columns to the Mosce ERP fields without having to reformat the file from scratch.

It is also the only way to import entities that do not have their own Import button in their list section.

Before you start

You need the data-tools:read and data-tools:import permissions.
To import a specific entity you also need that entity's bulk import permission (for example, clients:bulk-import to import clients).
The Professional or Enterprise plan is required. If you see the message "Your plan does not include custom imports", upgrade your plan to continue.
The file must be in CSV format (comma-separated values), encoded in UTF-8. Mosce ERP does not accept XLSX files or CSVs with semicolons as the delimiter.
There is a limit on rows per file depending on your plan (see "Limits" at the end of this article).

How to get to the Import wizard

In the side menu, click Tools → Data center. On the home page, select the Import data card.

The 4 steps of the wizard

Step 1 - Entity

Select the type of record you want to import. The list shows only the entities that support importing in this version (master data: clients, products, suppliers, sales agents, product categories, bank accounts, and expense categories).

Each entity shows the available modes:

Create only - available on all entities.
Create or update - available on the entities that support updating by identifier.

Only master data entities are importable in this version. Fiscal documents, transactions, and payments cannot be imported via CSV.

Download the entity's template

Before continuing, you can download the official CSV template for the selected entity with the Download CSV template for [entity] link. The template includes all the headers that Mosce ERP expects and two example rows. If your file already uses the same headers, the wizard will detect them automatically in Step 3 and skip the mapping.

Click Continue to proceed.

Step 2 - File

Drag your CSV file to the indicated area, or click it to open it from the file explorer. The text you will see in the upload area is: "Drag a CSV file here or click to select it".

Mosce ERP validates the file immediately without saving anything yet - it checks the format, the encoding, and your plan's row limit. If the file exceeds the row limit, a notice appears before continuing.

Once the file passes the basic validation, the Validate and continue button becomes enabled. Click to proceed to Step 3.

Step 3 - Mapping

This step only appears when necessary: it is shown when Mosce ERP could not automatically match all your CSV's headers with the entity's fields. If your headers match the official template's exactly, this step is skipped.

You will see a list of your file's columns that were left unmapped. For each one, choose the corresponding entity field from the dropdown menu. Mosce ERP includes automatic suggestions - if it recognizes that your nombre_cliente column probably corresponds to the Name field, it indicates it next to the menu with the label Suggested: Name.

To apply all the suggestions with a single click, use the Auto-assign suggestions button.

The columns that Mosce ERP already mapped automatically appear grouped in a collapsible accordion so you can confirm or correct them if necessary.

If you decide not to map a column, leave it as unassigned - its data will be ignored during the import.

Click Continue when all the required columns are mapped.

Step 4 - Validation

Here you can review the data before importing definitively.

Preview with errors

The preview shows up to the first 10 rows of your file with the validation status of each cell:

Cells with a format or value problem appear highlighted in red. Hover over the cell to see the specific error message (for example, "Invalid email" or "Unit price must be a positive number").
Rows with an error that affects the whole row (not a specific cell) appear with a red background and the error message below the row.

The summary above the table shows how many rows are valid and how many have errors.

If there are errors

If there are rows with errors, the Import button is disabled until you fix the problems. Download the full list of errors with the Download errores.csv button - that file includes the row number, the problematic field, and the error message for each failed row. Fix your original CSV and go back to Step 2 to upload it again.

Import mode

Before importing, choose how Mosce ERP will handle the records that already exist:

Mode	What it does
Create only - skip records that already exist	If a row matches an existing record (by its unique identifier), that row is discarded without error. Useful for an initial load when you do not want to modify what you already have.
Create or update - updates existing records by identifier	If a row matches an existing record, its data is updated. If there is no match, a new record is created.

(In each section's quick import wizard, these modes appear as Create new records only and Create new and update existing.)

If the Create or update mode is not available for the selected entity, the option appears disabled; when you hover over it you will see the message This mode is not available for this entity.

Click Import to confirm.

Is the import immediate or in the background?

It depends on the size of the file:

Small files: the import is processed immediately within the wizard. When it finishes, you will see a notification with the number of records created and updated, and you will be redirected to the filtered job history.
Larger files: the job is queued in the background and appears in the job history when it finishes. You can close the wizard and keep working normally in the meantime.

Why can only some entities be imported?

In this version, the Import wizard supports only master data entities (catalogs and base configurations). Fiscal documents, invoices, orders, purchases, and payments are not importable via CSV because their creation involves tax calculations, regulated sequences, and validations that must happen within the normal Mosce ERP flow.

Limits

Plan	Rows per file	Files per month
Free	Not available	Not available
Starter	Not available	Not available
Professional	100 000	unlimited
Enterprise	unlimited	unlimited

Limits may vary by entity type - check each per-section importer's article for the specific values. If you exceed the row limit, Step 2 will show an error before attempting to process the file.

Last updated: 2026-05-12

Custom import

On this page