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Search Results for “import data”
372 articles found
How Do I Import Opening Balances for My Accounts?
Use the Opening Balances import in the Data Exchange Center to set your starting account balances when migrating to AccuArk. Requires Super Admin permission.
Handling Large CSV Files During Import
Tips and best practices for importing large CSV files into AccuArk, including batch processing behavior, performance expectations, Excel pitfalls, file encoding, and strategies for very large datasets.
Importing Inventory from Excel
How to bulk-import inventory items from an Excel spreadsheet including column mapping, duplicate detection, and data preparation tips.
How to Export Data from AccuArk
Learn how to export your AccuArk data to CSV files for backup, bulk editing, template creation, or migration purposes.
Importing Inventory Items
A complete guide to importing your product catalog into AccuArk, including CSV preparation, required fields, category setup, and handling updates to existing items.
Importing Customers
How to import your customer list into AccuArk from a CSV file, including required fields, duplicate detection, and handling updates to existing customer records.
Importing Vendors
How to import your vendor and supplier list into AccuArk, including required fields, expense account mapping, and duplicate detection by account number or name.
Importing Employees
How to import your employee roster into AccuArk from a CSV file, including location assignment, temporary passwords, username-based duplicate detection, and all available fields.
Importing Your Chart of Accounts
How to import your chart of accounts into AccuArk from a CSV file, including account types, parent accounts, and how existing accounts are updated by account code.
Importing Bank Transactions
How to import bank statement transactions into AccuArk, including selecting a bank account, mapping offset accounts, and avoiding duplicate entries.
Importing Account Transactions (Journal Entries)
How to import journal entries into AccuArk from a CSV file, including double-entry requirements, reference-based grouping, and avoiding duplicate entries.
Importing Outstanding Invoices
How to import open invoices into AccuArk from a CSV file, including the multi-row line item format, required fields, customer lookup, and location assignment.
Importing Outstanding Bills
How to import unpaid vendor bills into AccuArk from a CSV file, including required fields, vendor lookup, upsert behavior, and default due date handling.
Importing Inventory Stock Levels
How to import stock quantities for existing inventory items in AccuArk, including location selection, CSV preparation, upsert behavior, and stock transaction logging.
Importing Serial Numbers
How to bulk-import serial number records into AccuArk, including requirements for serial uniqueness, item lookup, Track Serials enablement, and location assignment.
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