> ## Documentation Index
> Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Previous Data: Bulk Load Business Records

> Use Import Previous Data in Kuvera Arc to bulk-load products, customers, suppliers, bank accounts, opening stock, and opening balances during setup.

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.

<Info>
  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.
</Info>

## What you can import

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

<Frame caption="Import Previous Data page" />

<CardGroup cols={2}>
  <Card title="Products" icon="boxes-stacked">
    Import product records used across inventory, sales, purchase, and stock tracking workflows.
  </Card>

  <Card title="Customers" icon="users">
    Import customer records used in sales orders, invoices, billing, and customer payments.
  </Card>

  <Card title="Suppliers" icon="truck">
    Import supplier records used in purchase orders, bills, GRNs, and supplier payments.
  </Card>

  <Card title="Product Units" icon="ruler">
    Import measurement units used to define product quantities and inventory tracking.
  </Card>

  <Card title="Product Attributes" icon="tags">
    Import attributes such as size, color, and material used for product variants.
  </Card>

  <Card title="Product Categories" icon="folder-tree">
    Import category structures for organizing the inventory catalog.
  </Card>

  <Card title="Bank Accounts" icon="building-columns">
    Import internal bank account records used in finance, payments, and cash flow workflows.
  </Card>

  <Card title="Opening Stock" icon="warehouse">
    Import initial inventory quantities and values before regular inventory transactions begin.
  </Card>

  <Card title="Opening Balance" icon="scale-balanced">
    Import initial financial account balances before regular accounting activity starts.
  </Card>
</CardGroup>

## Module connections

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

<CardGroup cols={2}>
  <Card title="Products" icon="boxes-stacked">
    Connected to Inventory and Sales for product setup, stock tracking, sales, and purchase workflows.
  </Card>

  <Card title="Customers" icon="users">
    Connected to Sales for customer records, billing, sales orders, and payment tracking.
  </Card>

  <Card title="Suppliers" icon="truck">
    Connected to Purchase for supplier records, purchase orders, bills, and payments.
  </Card>

  <Card title="Bank Accounts" icon="building-columns">
    Connected to Finance for internal banking records and finance workflows.
  </Card>

  <Card title="Product Units" icon="ruler">
    Connected to Inventory for measurement units used in quantities and stock tracking.
  </Card>

  <Card title="Product Attributes" icon="tags">
    Connected to Inventory for product characteristics and variant-related setup.
  </Card>

  <Card title="Product Categories" icon="folder-tree">
    Connected to Inventory for product grouping and catalog organization.
  </Card>

  <Card title="Opening Stock" icon="warehouse">
    Connected to Inventory for initial stock quantities before regular inventory begins.
  </Card>

  <Card title="Opening Balance" icon="scale-balanced">
    Connected to Finance for starting account balances before regular accounting activity.
  </Card>
</CardGroup>

## Import workflow

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

<Steps>
  <Step title="Select an import category">
    On the Import Previous Data page, click the card that matches the type of data you want to import.

    <Frame caption="Select import category" />
  </Step>

  <Step title="Open the module import page">
    Kuvera Arc redirects you to the relevant module's dedicated import page.

    <Frame caption="Module import page" />
  </Step>

  <Step title="Upload your file">
    Upload a structured data file. Supported formats typically include **CSV**, **XLSX**, and **XLS**.
  </Step>

  <Step title="Match headers">
    Review the uploaded file's column headers and confirm they map to the correct system fields.

    <Frame caption="Match headers step" />
  </Step>

  <Step title="Map fields">
    Verify that each file column is assigned to the correct Kuvera Arc field. Correct mismatches before continuing.
  </Step>

  <Step title="Validate and finalize">
    Review the mapped data summary, confirm the import, and let the module validate and create the records.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Tip>
  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.
</Tip>

## Important rules by import type

<AccordionGroup>
  <Accordion title="Products">
    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.
  </Accordion>

  <Accordion title="Opening Stock">
    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.
  </Accordion>

  <Accordion title="Opening Balance">
    Opening balances establish the starting financial position for accounts.

    Import these before regular accounting transactions begin to maintain financial continuity.
  </Accordion>

  <Accordion title="Customers and Suppliers">
    Customer and supplier records are used across multiple modules.

    Import them early so sales and purchase transactions can reference the correct contacts.
  </Accordion>

  <Accordion title="Product Units, Attributes, and Categories">
    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.
  </Accordion>
</AccordionGroup>

<Warning>
  Review import files carefully before uploading. Incorrect formats, missing required fields, duplicate records, or mismatched mappings can cause import errors or inaccurate system data.
</Warning>

## After a successful import

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

<CardGroup cols={2}>
  <Card title="Records are created" icon="circle-check">
    Successfully imported records are added immediately to the relevant module.
  </Card>

  <Card title="Review listings" icon="table">
    Check imported records from the destination module's listing pages.
  </Card>

  <Card title="Fix errors" icon="triangle-exclamation">
    If errors occur, review the error details, correct the file, and re-import.
  </Card>

  <Card title="Clean partial imports" icon="broom">
    If only some records imported, review the module's import results before retrying.
  </Card>
</CardGroup>

## Recommended import order

For a smoother setup, import supporting records before transactional or balance records.

<Steps>
  <Step title="Import supporting inventory data">
    Import Product Units, Product Categories, and Product Attributes first.
  </Step>

  <Step title="Import products">
    Import product records after supporting units, categories, and attributes exist.
  </Step>

  <Step title="Import contacts and banks">
    Import Customers, Suppliers, and Bank Accounts.
  </Step>

  <Step title="Import opening balances">
    Import Opening Balance records before regular accounting transactions begin.
  </Step>

  <Step title="Import opening stock">
    Import Opening Stock after products exist and before inventory transactions begin.
  </Step>
</Steps>

<Info>
  Use Import Previous Data early in setup to minimize manual entry and make Kuvera Arc ready for daily operations faster.
</Info>