Data Import & Export

Seamless DataImport & Export

Migrate your existing data effortlessly with intelligent column mapping, validation, and export in multiple formats. No data left behind.

Data Import

Bulk Migration

Smart Mapping
👥
Parties
Customers, Suppliers, and Vendors
📦
Items
Products and Services
📒
Ledgers
Account Heads and Ledgers
💰
Opening Balances
Trial Balance and Balances
Column Mapping
Customer NameParty Namemapped
PhoneMobilemapped
BalanceOpening Balancesuggested
10K+ Records
Validated
10K+
Records Per Import
5+
Export Formats
50+
Import Templates
100%
Data Integrity

What You Can Import

Import any type of accounting data with ready-to-use templates

👥
Parties
Customers, Suppliers, and Vendors
📦
Items
Products and Services
📒
Ledgers
Account Heads and Ledgers
💰
Opening Balances
Trial Balance and Balances
📄
Transactions
Invoices and Vouchers
🏦
Bank Statements
Bank Transaction Data

Complete Data Import & Export Features

Everything you need for seamless data migration, bulk import, multi-format export, and complete data management with validation and audit trail

Bulk Data Import

Import large volumes of data from CSV and Excel files with intelligent mapping

Key Features

Support for CSV, Excel (.xlsx, .xls) file formats
Intelligent column mapping with auto-detection
Import templates for consistent data structure
Preview and validation before final import
Error handling with detailed error reports
Business Impact

Migrate your existing data quickly and accurately with our intelligent import system

Column Mapping

Flexible column mapping to match your data structure with AccoXpert fields

Key Features

Visual drag-and-drop column mapping interface
Auto-suggest mapping based on column names
Save mapping templates for repeated imports
Custom field mapping for unique requirements
Data transformation rules during mapping
Business Impact

Map your data effortlessly with intelligent auto-suggestions and reusable templates

Multi-Format Export

Export your data in multiple formats for reporting and backup purposes

Key Features

Export to Excel, CSV, PDF, and JSON formats
Customizable export templates and layouts
Selective field export with filtering options
Scheduled automatic exports for reporting
Bulk export for multiple records at once
Business Impact

Get your data out in any format you need for reporting, analysis, or backup

Import Templates

Pre-built and custom templates for different data types

Key Features

Ready-to-use templates for parties, items, ledgers
Template download with sample data and instructions
Custom template creation for unique requirements
Template versioning and management
Shared templates across team members
Business Impact

Start importing immediately with ready-to-use templates for all data types

Validation & Error Handling

Comprehensive validation to ensure data integrity during import

Key Features

Pre-import validation against business rules
Duplicate detection and handling options
Data type and format validation
Detailed error reports with row-level details
Partial import option for valid records only
Business Impact

Import with confidence knowing your data is validated and error-free

Rollback & Audit Trail

Track all import activities with complete rollback capability

Key Features

Complete audit trail of all imports
One-click rollback for recent imports
Import history with statistics and status
User-wise import tracking and reporting
Restore point creation before major imports
Business Impact

Import fearlessly with complete rollback capability and audit trail

6 powerful features to transform your business

How Data Import Works

Simple three-step process to import your existing data into AccoXpert with validation and mapping

01

Upload File

Upload your CSV or Excel file containing the data you want to import

Support for CSV and Excel file formats
Drag-and-drop upload interface
Preview data before proceeding
Auto-detection of file structure
02

Map Columns

Map your file columns to AccoXpert fields with intelligent suggestions

Visual column mapping interface
Auto-suggest based on column names
Save mappings as templates
Transform data during mapping
03

Validate & Import

Review validation results and complete the import with confidence

Pre-import validation against rules
Detailed error reports with fixes
Import valid records only option
Complete audit trail and rollback

Frequently Asked Questions

Get answers to common questions about data import and export

AccoXpert supports CSV and Excel (.xlsx, .xls) file formats for importing data. Our intelligent parser can handle various column structures and automatically suggests appropriate field mappings based on your data.

You can import up to 10,000 records in a single import operation. For larger datasets, we recommend splitting them into smaller batches for better performance and error handling. Our import system handles large files efficiently with background processing.

Our validation system checks your data before import and provides a detailed error report with row-level information. You can choose to import only valid records and skip errors, or fix the errors and re-upload. The error report includes specific details about what went wrong and how to fix it.

Yes! You can save your column mappings as templates for reuse. This is especially useful when you regularly import data from the same source with consistent column structures. Templates can be shared across team members as well.

AccoXpert supports export to Excel (.xlsx), CSV, PDF, and JSON formats. You can customize the export layout, select specific fields, apply filters, and even schedule automatic exports for regular reporting needs.

Yes, AccoXpert maintains a complete audit trail of all imports and provides one-click rollback capability for recent imports. This allows you to undo an import if you discover issues after the data has been imported.

Yes, we provide pre-built import templates for all common data types including parties, items, ledgers, opening balances, and transactions. Each template includes sample data and instructions to help you format your data correctly.

During import, the system checks for duplicates based on unique identifiers like names, codes, or reference numbers. You can choose how to handle duplicates - skip them, update existing records, or create new records with modified identifiers.

Limited Time Offer

Ready to get started?

Simplify Accounting, Amplify your Success with AccoXpert. Join thousands of professionals who trust us with their financial management.

256-bit SSL Security
10,000+ Users
99.9% Uptime