Import & Export

Overview

Accoraze supports bulk data operations through CSV import and export. This is useful when you are migrating from another system, adding many products at once, or backing up your data.

What's Covered

Supported Modules — Which modules support import and export
Import Data — How to import data from CSV files
Export Data — How to export data to CSV files
Download Templates — Blank CSV templates for each module

Who Should Read This

Business owners migrating from another system
Managers adding large product catalogs
Accountants exporting data for external analysis

Supported Modules

Import and export are available for:

Module	Import	Export
Products	Yes	Yes
Customers	Yes	Yes
Suppliers	Yes	Yes
Orders	Yes	Yes
Expenses	Yes	Yes

See Supported Modules for details on which fields are supported per module.

Importing Data

Download the appropriate CSV template for the module
Fill in the data following the template format
Go to the module in Accoraze and select Import
Upload your completed CSV file
Review any errors or warnings before confirming

Import Tips

Do not change the column headers in the template
Leave cells empty for optional fields
Use the correct format for dates, numbers, and currency
Check the error report after import and fix any issues

Exporting Data

Go to the module you want to export from
Click Export or Download
The CSV file is downloaded to your device

Template Download

Always use the official CSV templates provided by Accoraze. Using incorrect formats may cause import errors. See Download Templates for all available templates.

Limitations in V1

Import is one-way (CSV to Accoraze). For full data migration support, contact the support team.
Large imports may take time to process depending on file size.

Products & Inventory — Product management
Customers & Suppliers — Customer and supplier records

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