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Import Previous Data is the central setup hub for bulk-loading existing business records into Kuvera Arc. Use it when migrating from another system or setting up Kuvera Arc for the first time so you do not need to enter each record manually.
Each import category redirects to its own module-specific import workflow. File requirements, required fields, validation rules, and error handling are managed inside the destination module.

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What you can import

Kuvera Arc supports import categories for the core records needed before daily operations begin.

Import Previous Data page

Products

Import product records used across inventory, sales, purchase, and stock tracking workflows.

Customers

Import customer records used in sales orders, invoices, billing, and customer payments.

Suppliers

Import supplier records used in purchase orders, bills, GRNs, and supplier payments.

Product Units

Import measurement units used to define product quantities and inventory tracking.

Product Attributes

Import attributes such as size, color, and material used for product variants.

Product Categories

Import category structures for organizing the inventory catalog.

Bank Accounts

Import internal bank account records used in finance, payments, and cash flow workflows.

Opening Stock

Import initial inventory quantities and values before regular inventory transactions begin.

Opening Balance

Import initial financial account balances before regular accounting activity starts.

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Module connections

Each import option sends data into a specific part of Kuvera Arc.

Products

Connected to Inventory and Sales for product setup, stock tracking, sales, and purchase workflows.

Customers

Connected to Sales for customer records, billing, sales orders, and payment tracking.

Suppliers

Connected to Purchase for supplier records, purchase orders, bills, and payments.

Bank Accounts

Connected to Finance for internal banking records and finance workflows.

Product Units

Connected to Inventory for measurement units used in quantities and stock tracking.

Product Attributes

Connected to Inventory for product characteristics and variant-related setup.

Product Categories

Connected to Inventory for product grouping and catalog organization.

Opening Stock

Connected to Inventory for initial stock quantities before regular inventory begins.

Opening Balance

Connected to Finance for starting account balances before regular accounting activity.

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Import workflow

All import categories follow a similar process, though required fields and validation rules vary by data type.
1

Select an import category

On the Import Previous Data page, click the card that matches the type of data you want to import.

Select import category

2

Open the module import page

Kuvera Arc redirects you to the relevant module’s dedicated import page.

Module import page

3

Upload your file

Upload a structured data file. Supported formats typically include CSV, XLSX, and XLS.
4

Match headers

Review the uploaded file’s column headers and confirm they map to the correct system fields.

Match headers step

5

Map fields

Verify that each file column is assigned to the correct Kuvera Arc field. Correct mismatches before continuing.
6

Validate and finalize

Review the mapped data summary, confirm the import, and let the module validate and create the records.
The exact upload format, required columns, optional fields, and error behavior depend on the data type. Follow the instructions shown on the destination module’s import page.
Download and use the sample import template provided in each module before building your own file. This helps ensure the columns, headers, and data types match what Kuvera Arc expects.

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Important rules by import type

Product records should include at minimum a product name and measurement unit.If importing variant products, import product attributes before importing product records that reference those attributes.
Opening stock imports establish baseline inventory values for future stock movement and valuation.Products must exist before opening stock can be assigned to them. Set opening stock before regular inventory transactions begin.
Opening balances establish the starting financial position for accounts.Import these before regular accounting transactions begin to maintain financial continuity.
Customer and supplier records are used across multiple modules.Import them early so sales and purchase transactions can reference the correct contacts.
Supporting records should be imported before products if your catalog depends on them.Units, attributes, and categories referenced in product records should already exist before product import.
Review import files carefully before uploading. Incorrect formats, missing required fields, duplicate records, or mismatched mappings can cause import errors or inaccurate system data.

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After a successful import

After import completion, review the destination module to confirm records were created correctly.

Records are created

Successfully imported records are added immediately to the relevant module.

Review listings

Check imported records from the destination module’s listing pages.

Fix errors

If errors occur, review the error details, correct the file, and re-import.

Clean partial imports

If only some records imported, review the module’s import results before retrying.
For a smoother setup, import supporting records before transactional or balance records.
1

Import supporting inventory data

Import Product Units, Product Categories, and Product Attributes first.
2

Import products

Import product records after supporting units, categories, and attributes exist.
3

Import contacts and banks

Import Customers, Suppliers, and Bank Accounts.
4

Import opening balances

Import Opening Balance records before regular accounting transactions begin.
5

Import opening stock

Import Opening Stock after products exist and before inventory transactions begin.
Use Import Previous Data early in setup to minimize manual entry and make Kuvera Arc ready for daily operations faster.
Last modified on July 17, 2026