Can I transfer data from another system?

Can I transfer data from another system?

No, Jarbas doesn’t currently support automatic data migration from other systems. However, you can import customers and products using a file.

What you can import

Product Import

• Supported files: Excel (.xlsx) and CSV
• Available fields: name, category, code, prices, stock, description, and more
• Limit: Up to 2,000 products per import

Customer Import

• Supported files: Excel (.xlsx) and CSV
• Import directly from your phone’s contact list
• Available fields: name, phone, address, email, documents, and more

How it works

The import process is manual and requires preparing your data beforehand. You’ll need to organize your information in an Excel or CSV file following the expected structure used by Jarbas.

The system lets you map your file’s columns to the correct fields inside Jarbas, making the process easier even when your column names are different.

For products, you can import details such as:
• name, category, code, sale and cost prices, current stock, description, whether it’s a service, service duration, stock control, and minimum stock.
Jarbas automatically checks for duplicates and validates required fields.

For customers, you can import data like:
• name, phone number, full address, email, documents, notes, and whether the customer has store credit.
The system supports up to 2,000 items per import and runs validations to keep your data accurate and consistent.

Important limitations

No automatic migration

• Manual import process only
• No direct integration with other systems
• Data preparation required before importing


Summary

Jarbas doesn’t include an automatic migration tool, but you can manually import customers and products using Excel or CSV files. The system includes field mapping and validation to help make the process quick and accurate.