Pilot ERP Support Center

Data Import

You can import information such as Inventory, Bill of Materials, Customers, Vendors and other data through the Setup - Data Import Wizard menu.  Pilot supports importing from Excel, Text, CSV and other data formats.

In this screen, you will need to select the information you want to import then click the "Start Import Wizard" button.  The wizard will guide you through selecting your import file, mapping the columns in your file to fields in Pilot ERP and selecting options for the import.

Download the Data Import Guide for detailed instructions on importing your data.