> ## Documentation Index > Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt > Use this file to discover all available pages before exploring further. # Imports & Uploads > Use Imports & Uploads to bring customers, products, open invoices, and history into Arcus from spreadsheets: download templates, run a guided migration, fix rejected rows, and tie out the result. Imports & Uploads is where you bring your existing data into Arcus. You upload spreadsheets, match your columns to Arcus fields, fix any rows that do not fit, and then run the load. Nothing loads until you say so, and everything you load arrives as normal, linked Arcus records. ## Before You Start * You need the **data.import** permission. Roles without it do not see Imports & Uploads in Settings, and opening the page from a link shows a no-access panel naming the permission. * The **Full migration** tier is offered only to roles that also hold **data.import.advanced**. * Decide how much history you need before you start. The tier you choose decides what the migration brings in. ## Open Imports & Uploads 1. In the deck, open **Settings**. 2. Under **System**, choose **Imports & Uploads**. The breadcrumb reads **Settings > System > Imports & Uploads**. ## Download A Template Open **Template library** ("Start from a correctly-shaped file") to download a file that already has the right columns: * **Excel (.xlsx)**: one workbook with a tab per kind of record. * **CSVs (.zip)**: one CSV file per kind of record. * Expand the library to download the template for a single kind of record. Fill in the template in your spreadsheet program, then upload it in a migration. ## Start A Migration 1. Click **Start a migration**. 2. Work through the seven steps of the wizard: 1. **Plan**: name the migration and choose a tier. 2. **Upload**: add a file for each kind of record the plan asks for. 3. **Map**: match your columns to Arcus fields. 4. **Validate**: Arcus checks every row and flags the ones it cannot load. 5. **Review**: see what will be created and what needs fixing. 6. **Run**: load the records. 7. **Verify**: tie the result out against your source totals. 3. Close the wizard at any point. A migration that is not finished stays on the list as a draft you can resume. ### Choose A Tier | Tier | What it brings in | | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Fresh start** | Your chart of accounts and latest balances only. No transaction history. | | **Open items + opening balances** | Master records plus open invoices, open bills, open orders and purchase orders, and opening-balance entries that tie. Recommended for most migrations. | | **Bounded history** | Everything in Open items, plus the current and prior fiscal year of full detail. Older activity collapses to an opening balance. | | **Full migration** | Every document and line of full history. It takes the longest and freezes changes during cutover. | ## Track Your Migrations The list shows migrations you started. Filter it with **All**, **In progress**, **Needs attention**, and **Complete**; each filter shows its count. Each card shows the migration name, its status, its tier, the source system, the number of files uploaded, how many records will be created, and how many rows need fixing. | Status | What it means | Button on the card | | -------------- | ------------------------------------------- | ------------------------------------------------------------ | | **Draft** | Started but not finished. | **Resume** with the step number | | **Validating** | Arcus is checking the rows. | **Track**, and **Cancel** | | **Ready** | Checked and ready to run. | **Review and run**, or **Fix rejects** when rows need fixing | | **Running** | Records are loading. | **Track**, and **Cancel** | | **Partial** | The run finished with some rows not loaded. | **Tie-out** | | **Complete** | Everything loaded. | **Tie-out** | | **Failed** | The run stopped. | **Open** | | **Cancelled** | You stopped it. | **Open** | **In progress** covers Draft, Validating, and Running. **Needs attention** covers Ready, Partial, and Failed. ## Delete A Migration A migration that is not validating or running shows a delete button. 1. Click the delete button on the card. 2. Read "Delete this migration?". The migration and its uploaded files are permanently removed. This cannot be undone. 3. Click **Delete migration**. Deleting a migration removes the plan and its files. Stop a running migration with **Cancel** first. ## Messages You May See | Message | What it means | | --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------ | | "No migrations yet" | You have not started one. Click **Start a migration**. | | "Nothing here" | No migration matches the filter you chose. | | "Could not load migrations" | The import service did not answer. Click **Retry**. | | "Migration deleted." | The plan and its files are gone. | | "Could not delete this migration. Cancel it first if it is running." | Cancel the run, then delete. | | "Could not download the template.", "Could not download the workbook.", or "Could not download the pack." | The download failed. Try again. | ## What Changes Elsewhere * **Records**: running a migration creates customers, vendors, products, and the other records you uploaded, linked to each other as if they had been entered in Arcus. * **Accounting**: in the tiers that bring them, opening-balance entries and open invoices and bills land in your books, so your balances can tie to your old system on day one. Use the **Verify** step to tie them out. * **Nothing before Run**: uploading, mapping, and validating change no business records. ## Related Articles Download your data out of Arcus. Set up a new entity in the right order before you migrate. Review the accounts your opening balances post to. Set the fiscal year that the Bounded history tier counts from.