Configuration
Import previous data
The hub that links to every bulk import in Kuver Books, so an existing catalogue, contacts, opening stock and opening balances load from spreadsheets.
Updated 12 September 2026
Import previous data is the starting point when you are setting up a workspace. It brings every bulk import in Kuver Books together on one screen. You can load your existing business records from spreadsheets instead of typing them in.
Open it
Go to Configuration and select Import Previous Data.
What can be imported
Each card opens the import for one kind of record:
- Product import
- Supplier import
- Customer import
- Product units
- Product attributes
- Product categories
- Bank accounts
- Opening stock, including variants, to load your initial inventory before you start trading in the system
- Opening balance, to set the starting financial balances before any transactions
How it works
- Select the card for the data you want to import.
- Kuver Books takes you to that module’s own import page.
- Complete the import there, following the module’s workflow and validation rules.
Every import follows the same four steps: upload the file, match headers, match fields, finalise. Each import has a sample file to download. Use the same column names as the sample file. This is the best way to avoid a failed import.
The order to do it in
Import in this order, because later imports depend on earlier ones.
- Units, attributes and categories first. Products need them.
- Products, then variants.
- Suppliers and customers.
- Bank accounts.
- Opening stock, once the products exist.
- Opening balance, last.
If you import products before their units or categories exist, some rows fail or are saved without their grouping. Fixing that later takes longer than doing it in order.
How it behaves
- Each import type is handled independently by its own module.
- Imported data is validated against that module’s rules.
- A successful import updates your records immediately.
- Errors are reported and handled at module level.
Before you import for real
Import twenty rows first. Check the result in the listing for that kind of record. If you import the same file again, it creates duplicates. It does not update the existing records. A small test is quicker than a clean-up afterwards.
Opening stock and opening balance are each meant to be set once per fiscal year. Check those two files twice before you finalise.