Import and Export¶
Bizak supports bulk import and data export to make setup and migration faster.
Import examples¶
- master data
- opening balances
- inventory quantities
- receivables and payables
- sales and purchase transactions
When import is useful¶
- initial go-live
- legacy migration
- bulk correction
- new branch setup
What to document for import¶
The final guide should explain:
- required columns
- column order
- mandatory fields
- file validation
- duplicate detection
- what happens when a row fails
What to document for export¶
The guide should also explain:
- how to filter the data first
- which fields are exported
- whether the export is detail or summary
- how to use the exported file for review or migration