Importing Your Data

Most teams arrive at GEMS with existing data somewhere else — a spreadsheet, another HR/CRM/ERP tool, or a store platform. This page covers the shared import mechanics; module-specific field mapping is covered in each module’s own docs.

1. Export your existing data as CSV from your current system.
2. Choose the import target — Company Settings → Import, then pick the module and data type (employees, contacts, products, accounts, etc.).
3. Map your columns to GEMS’ fields — the importer will flag anything it can’t auto-match.
4. Run a small test batch first (10–20 records) rather than your entire dataset, to catch mapping issues early.
5. Run the full import, then spot-check a sample of records against the source.
6. Resolve any import errors — usually duplicate records or missing required fields.