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Data Import & Export

Guides for importing and exporting data in AccuArk including inventory, customers, vendors, employees, accounting records, and more.

Exporting Categories

How to export your inventory category structure from AccuArk to a CSV file, including parent-child relationships, and common uses for templates, reorganization, and backup.

Importing Categories

How to import inventory categories into AccuArk from a CSV file, including hierarchical parent-child structures, upsert behavior based on category name, and the importance of importing categories before inventory items.

Exporting Price Tiers

How to export your pricing tier data from AccuArk to a CSV file, including which columns are included and common uses for pricing review, bulk updates, and backup.

Importing Price Tiers

How to import volume pricing tiers into AccuArk from a CSV file, including item SKU lookup, upsert behavior based on SKU and tier name, and setting up tiered pricing structures.

Exporting CRM Deals

How to export your CRM deal records from AccuArk to a CSV file, including which columns are included and common uses for pipeline analysis, reporting, and backup.

Importing CRM Deals

How to import CRM deal records into AccuArk from a CSV file, including required fields, contact and stage lookups, employee assignment, and prerequisite data.

Exporting Serial Numbers

How to export serial number records from AccuArk by location, including available columns, location filtering, and practical uses such as auditing and inventory verification.

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.

Exporting Inventory Stock Levels

How to export current stock quantities from AccuArk by location, including available columns, location filtering, and practical uses such as physical inventory worksheets and stock corrections.

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.

Exporting Outstanding Bills

How to export your unpaid vendor bills from AccuArk to a CSV file, including which bill statuses are included, location filtering, and available columns.

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.

Exporting Outstanding Invoices

How to export your open invoices from AccuArk to a CSV file, including the multi-row line item format, location filtering, and available columns.

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.

Exporting Account Transactions

How to export your journal entries and account transactions from AccuArk to a CSV file for backup, review, or analysis.