RockifyERP Knowledge Base

Data import, export and backups

12 step-by-step RockifyERP guides on data import, export and backups. Choose a guide to get started.

Guides in this section

Import data from ExcelThe Data Import tool loads hundreds of records into RockifyERP at once from an Excel or CSV file: customers, items, suppliers, opening invoices and more.
Import a chart of accountsIf you already have an account list from another system, the Chart of Accounts Importer loads it into RockifyERP in one go.
Export data from RockifyERPYou can export almost any list in RockifyERP to Excel or CSV for analysis, audits or sharing with your accountant.
Export data for a specific year or filterAuditors often ask for one year's transactions.
Bulk update recordsBulk update changes one field on many records at once in RockifyERP, for example moving 200 items into a new item group.
Rename records in bulkBulk rename changes the names or codes of many records at once, for example tidying up item codes after a migration.
Overwrite data with an importUse an Update Existing Records import to correct many records at once in RockifyERP, for example fixing customer phone numbers or item prices.
Download backupsRockifyERP takes regular backups of your data.
Delete company transactionsBefore going live, you may want to clear test transactions from RockifyERP while keeping your setup.
Start fresh but keep your mastersAfter a trial period, many businesses want to keep customers, suppliers, items and accounts in RockifyERP but remove all trial transactions.
Download or delete personal dataData protection laws in Kenya, Uganda, Rwanda and elsewhere let people ask for a copy of their personal data, or for it to be deleted.
Copy and paste rows from ExcelYou can paste many rows from Excel straight into a table in RockifyERP, such as the items on a quotation or purchase order.

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