> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/sales-features/projects/import-into-project.md).

# Import into Project

## 📦 Project Import

The **Project Import** feature allows you to quickly build or update a project in OrderEazi by uploading a simple Excel or CSV file containing a list of SKUs and quantities.\
It’s a fast and reliable way to create large orders without manually adding each line one by one.

***

### ⚙️ Overview

Project Import is designed to simplify order creation when working with large datasets or pre-prepared product lists.\
By uploading a spreadsheet that follows a standard import template, OrderEazi automatically generates the corresponding project lines for you.

This feature is particularly useful for:

* Customers who send product lists in spreadsheet format
* Sales reps who regularly deal with bulk or repeat orders
* Businesses aiming to reduce data entry time and improve order accuracy

***

### 🚀 Accessing the Feature

You can access the import tool directly from within any project.

* When **creating a new project**, or
* From an **existing project**, by selecting\
  **Project Actions → Import into Project** in the bottom-right corner of the page.

This opens a **slide-out panel** from the right-hand side of the screen, where you can upload your import file.

***

### 📤 Uploading a File

1. **Prepare your import file**\
   Use the predefined OrderEazi import template. The file must include:

   * **SKU** – the product code
   * **Quantity** – the number of units to add

   *(Excel `.xlsx` and CSV `.csv` formats are supported.)*
2. **Upload your file**\
   Drag and drop your file into the upload area or use the file selector.
3. **Validation**\
   OrderEazi automatically checks your file for errors (e.g., missing SKUs or invalid quantities).\
   Any issues are displayed before you can proceed.
4. **Confirm the import**\
   Once the file is validated, select **Import** to begin.

   > ⚠️ Importing into a project that already contains lines will overwrite all existing lines.\
   > You’ll be prompted to confirm this before continuing.

***

### 🔄 During the Import

* Smaller projects (≈10 lines) complete within seconds.
* Large imports may take up to **2 minutes** to finish.
* Closing the slide-out or navigating away **does not cancel** the import — it continues running in the background.
* You can reopen the import panel at any time to check progress.

***

### 💡 Why It Matters

The Project Import feature helps businesses work smarter and faster by automating repetitive order entry tasks.

* **Speed to sale** – Move from customer request to project creation in record time.
* **Consistency** – Standardized data import minimizes human error.
* **Productivity** – Free up sales teams to focus on client engagement instead of admin work.
* **Scalability** – Handle larger, more complex orders with ease.

***

### 📋 Example Import Structure

| SKU     | Quantity |
| ------- | -------- |
| ABC-123 | 10       |
| DEF-456 | 5        |
| XYZ-789 | 12       |

> ✅ Tip: Use the provided import template to ensure your columns are correctly formatted before uploading.