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How to Import, Export, and Migrate Business Data in Invent ERP

Learn how to move data into and out of Invent ERP while maintaining accuracy and consistency.

Follow these steps to efficiently move data into and out of your system while maintaining accuracy and data integrity.

1. How to Import Data​

You can import bulk data into the system using predefined templates:

  • Navigate to the Settings section.
  • Access Technical Settings and click on Data Import.
  • Click Add and select the type of file you wish to import (e.g., Customers, Vendors, or Products).
  • Download Template: Download the provided system template to ensure the formatting is correct.
  • Upload: Fill the template with your data, then upload it back to the system.
  • Validation: The system will automatically perform a check to ensure your data is compatible. Once validated, the files process in the background, allowing you to continue working without interruption.

2. How to Export Data​

Exporting data is simple and available across all list pages:

  • Navigate to any list page (e.g., your Products list, Customer list, etc.).
  • Click the Export button.
  • The system will generate a file containing the data from that list.
  • This feature is available on every list in the system, giving you the flexibility to export necessary records whenever you need them.