Data Import & Export
Guides for importing and exporting data in AccuArk including inventory, customers, vendors, employees, accounting records, and more.
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.
Exporting Bank Transactions
How to export bank transaction records from AccuArk to a CSV file, including selecting a bank account and understanding the exported data.
Importing Bank Transactions
How to import bank statement transactions into AccuArk, including selecting a bank account, mapping offset accounts, and avoiding duplicate entries.
Importing Opening Balances
How to set starting account balances in AccuArk by importing a CSV of debits and credits. This is an import-only data type with a strict balancing requirement.
Exporting Your Chart of Accounts
How to export your chart of accounts from AccuArk to a CSV file for backup, review, or use as an import template.
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.
Exporting Employees
How to export your employee records from AccuArk to a CSV file for backup, bulk editing, creating an import template, or offline reference.
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.
Exporting Vendors
How to export your vendor records from AccuArk to a CSV file for backup, reference, or bulk editing.
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.
Customer Import Field Reference
Complete reference of all fields available for customer import, including auto-mapping keywords and validation rules.
Exporting Customers
How to export your customer records from AccuArk to a CSV file for backup, mailing lists, or bulk editing.
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.
Inventory Import Field Reference
A complete reference of all fields available when importing inventory items, including accepted values, auto-mapping keywords, and validation rules.
Exporting Inventory Items
Learn how to export your inventory catalog from AccuArk to a CSV file for backup, bulk editing, or creating an import template.