Import or Export Customers
How to Import or Export Customers in Muhasib ERP
Overview
This guide will help you export customer data or import a validated customer batch without duplicates or unintended balances.
Many customers and related detail rows can be created. Matching behavior determines whether reruns duplicate/update records.
Who can do this
You need access to Import/Export Customers and needed Customer Add/Update rights.
Before you start
Back up the database, use the target-build template, create groups/contact types/accounts, and prepare a small synthetic pilot.
Where to find it
Back Office → Sales & Customers → Import / Export Customers.
Import or Export Customers
Step 1: Export current data/template when needed
Step 2: Preserve headers and stable identifiers
Step 3: Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields,
Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields, and any opening balances.
Step 4: Import a pilot
Step 5: Determine created/skipped/failed and whether any partial rows committed
Step 6: Restore/correct, then import the approved batch once
Check your work
Compare source rows with customer/contact/address/group counts and compare and confirm any opening balances/ledgers.
If something goes wrong
- Never rerun after uncertain partial success.
- Keep secrets/personal data protected in export files.