## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Importing & Exporting purchase modules

##### Purchase Orders

*   [Importing Purchase Order](/ca/inventory/help/purchase-orders/purchase-import-export.html#importing-purchase-order)
*   [Exporting Purchase Orders](/ca/inventory/help/purchase-orders/purchase-import-export.html#exporting-purchase-orders)

##### Bills

*   [Importing Bills](/ca/inventory/help/purchase-orders/purchase-import-export.html#importing-bills)
*   [Exporting Bills](/ca/inventory/help/purchase-orders/purchase-import-export.html#exporting-bills)

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### Importing Purchase Order

Data import can be carried out for each entity in Zoho Inventory including Purchase Orders. To import purchase orders into Zoho Inventory:

*   Navigate to the **Purchase Orders** tab.
*   Click on the **Menu** button.
*   Select the option ‘**Import Purchase orders**’.
*   The import page opens up.

![screen shot of the import option](/inventory/help/images/purchase-orders/po-menu-import.png)

**Note:** From here you can download a sample file to check the proper format for upload and ensure your purchase order file matches that format, or directly proceed to upload that file.

![Import purchase orders page](/inventory/help/images/purchase-orders/po-import-1.png)

*   Choose the file(s) to be imported.
*   Choose the appropriate character encoding. By default it will be **UTF-08 Unicode**.
*   Choose the **File delimiter**(comma or semicolon).
*   Click **Next** to proceed to map the fields.

![map fields screen shot](/inventory/help/images/purchase-orders/po-import-2.png)

*   You also have an option to enable auto generation of PO number for the file you’re about to upload.
*   Zoho Inventory will auto match the file headers of the imported file to the closest matching field in Zoho Inventory.
*   You can manually edit each field to match the headers, and save these preferences for future use.
*   Click **Next** to proceed to previewing your import. On proceeding, Zoho Inventory shows you any unmapped field you may have left out or could not match.
*   You can map the unmapped fields by adding new fields matching the respective headers.
*   Click on the **Import** button to import the file(s).

![screen shot of import page](/inventory/help/images/purchase-orders/po-import-3.png)

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### Exporting Purchase Orders

To export the purchase orders in your organization:

*   Navigate to the **Purchase Orders** page.
*   Click on the **Menu** icon at the right top corner.
*   Choose **Export** Purchase Orders option.

![screen shot of menu icon drop down](/inventory/help/images/purchase-orders/po-menu-export.png)

*   A pop up for exporting the file(s) appears.
*   The entity will by default be **Purchase Orders**.
*   Choose the format in which you wish to export your purchase orders.(.XLS or .CSV)
*   Click on the **Export** button.

**Note:** The file will be downloaded and stored in your default download folder.

![screen shot of the export page](/inventory/help/images/purchase-orders/po-export.png)

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### Importing Bills

To import a Bill, follow this route map:

*   Go to Bills tab by clicking on the **Bills** option in the side bar.
*   Click on the **Menu** button to the right hand top corner of the bills page.

![Image of the menu icon drop down with import options highlighted](/inventory/help/images/purchase-orders/bill-menu-import.png)

*   Choose the **Import Bills** option from the drop down.

![screen shot of import page of bills](/inventory/help/images/purchase-orders/bill-import-1.png)

*   A new page where you can import a bill in .CSV or .TSV format opens up.
*   Choose the file and select the type of character encoding as applicable. By default the character encoding will be **UTF-8 Unicode**.
*   Select the **File Delimiter**.(comma or semicolon)
*   Click on the **Next** button, to proceed to mapping the fields of the Bill.

![screen shot of mapping fields page](/inventory/help/images/purchase-orders/bill-import-2.png)

*   By default, Zoho Inventory maps the closely similar and related fields.
*   You can also manually map any field or alter any already mapped field.
*   Click **Next** to proceed to preview the import.
*   Check if there are skipped records or unmapped fields.
*   Click on the **Import** button to successfully import the bills.

![screen shot of preview](/inventory/help/images/purchase-orders/bill-import-3.png)

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### Exporting Bills

To export bills, follow this route map:

*   Go to the **Bills** tab
*   Click on the **Menu** button that is situated in the right top corner.
*   Choose the **Export Bills** option from the drop down.

![screen shot of the Menu icon highlighting the export bills option](/inventory/help/images/purchase-orders/bill-menu-export.png)

*   A new page, with all options to export bills, opens up.
*   Configure how you wish to export your bills.
*   Click on the **Export** button, to successfully export your bills.

![Screen shot of the export bills page](/inventory/help/images/purchase-orders/bill-export.png)

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