Bulk Import & Export
Move data in and out of Gloyd with Excel and CSV — bulk-create contacts and products, import line items into documents, and export filtered lists.
Bulk Import & Export
Gloyd moves data in both directions with Excel (.xlsx) and CSV files. You can export any core list or a single document, bulk-create contacts and products from a spreadsheet, and import line items straight into an RFQ, quote, or order form. Imports run immediately while you watch — there is no background queue for imports, and you get a row-by-row result report at the end.
What Is Supported Today
| Capability | Entities | Formats |
|---|---|---|
| List export | RFQs, Quotes, Orders, Contacts, Products | Excel, CSV |
| Detail export (single record) | RFQs, Quotes, Orders, Contacts, Products | Excel, CSV (+ PDF for RFQ/Quote/Order) |
| Bulk record import | Contacts, Products | Excel, CSV |
| Line-item import (into a document form) | RFQ, Quote, Order items | Excel, CSV |
There is no PDF import — PDFs are an output format only.
Exporting a List
- Open the list page — for example Contacts or Orders.
- Apply any filters you want; the export respects your current filters, not the whole table by default.
- Click Export and choose Excel (.xlsx) or CSV.
Each entity exports a fixed set of columns matching its list (for contacts: name, type, status, email, phone, currency, created date; for RFQs: number, title, type, status, currency, bid deadline, created date — and so on). Files are generated server-side, so dates use your organization's timezone, amounts keep the document currency, and labels render in your account language.
Small vs. Large Exports
- Up to 5,000 rows — the file downloads instantly in your browser.
- 5,001 to 100,000 rows — the export runs as a background job. You can keep working; a bell notification with a download link arrives when the file is ready, and the link stays valid for 7 days.
- Over 100,000 rows — the export is rejected. Narrow your filters and try again.
Exporting a Single Document
Every RFQ, quote, and order detail page has an Export menu that groups all formats in one place:
- PDF — the formal document, in the counterparty's language.
- Excel / CSV — the document header plus all line items with quantities, unit prices, and totals.
Contact and product detail pages also export to Excel/CSV: you get a summary sheet plus movement sheets — the record's related quotes, orders, and RFQs — which is useful for a quick counterparty or part-level review.
Importing Contacts and Products
The list pages for contacts and products have an Import button that opens a three-step wizard:
- Upload — drop a CSV or .xlsx file (max 5 MB, max 5,000 rows). A downloadable template with the correct headers is offered right in the dialog.
- Map columns — Gloyd auto-matches your file's headers to fields (it recognizes common English and Turkish header names like "Company", "Firma", "MPN", "Vergi No"). Adjust any mapping manually; required fields are flagged, and a sample value from your file is shown next to each one.
- Import — valid rows are created one by one with a live progress counter, then a result summary lists what was created and which rows failed and why.
Imports are partial by design: rows with validation errors are skipped and reported, and the rest are imported. Fix the reported rows and re-upload just those if needed.
Contact fields: Name and Type (customer/supplier/partner) are required; email, phone, tax ID, tax office, website, and currency are optional. Product fields: Name is required; SKU, MPN, manufacturer, barcode, type, status, reference price, and currency are optional.
Importing Line Items into a Document
When creating or editing an RFQ, quote, or order, the line-item table has an Import items button. The wizard has four steps:
- Upload a CSV/Excel file. The downloadable template uses the same columns as the item export, so you can export a document, edit it in Excel, and re-import it without reshaping anything.
- Map columns — only Description and Quantity are required; SKU, MPN, manufacturer, barcode, unit price, unit, currency, and notes are optional.
- Reconcile products — rows are auto-matched against your product catalog by SKU, MPN, manufacturer, or barcode. For each unmatched row you decide: link an existing product, create a new one, keep it as a free-text line, or skip it. Nothing is auto-created without your say-so.
- Review and confirm — the resolved rows are added to the form. They become real document items only when you save the document.
Permissions, Quotas, and Limits
- Exporting requires the export permission on that entity; importing requires the create permission. Both are controlled by your role.
- Import and export are not plan-gated features — every plan has them. However, imported records are created through the normal create flow, so they count toward your plan's record quotas just like manually created ones.
- Limits recap: import files up to 5 MB and 5,000 rows; exports up to 100,000 rows (instant under 5,000); background export links valid for 7 days.
Tips
- Start from the template. Header names are matched automatically, so the template file imports with zero manual mapping.
- Export → edit → re-import. For line items the template and the export share the same shape — the fastest way to revise a long item list is in Excel.
- Fill SKU or MPN columns when importing items so rows auto-match your catalog and skip manual reconciliation.
- Filter before exporting. A filtered export downloads instantly and is easier to work with than a 100,000-row dump.