Master Data Import (Bulk Upsert)

Fast onboarding is not just about speed—it is about avoiding duplicates and keeping identifiers consistent. NAViCalC supports Master Data Import (bulk upsert) so teams can bring customers, products, vendors, pricing, opening stock, and other masters into the system with validation-first workflows.

Why master data quality matters

Master data mistakes cause downstream cost: duplicate customers, mismatched inventory, inconsistent taxes, and reporting gaps. A controlled import process helps teams stabilize the system before scaling transactions.

What you can import

• Products: SKUs, categories, units, pricing attributes, and searchable fields.
• Customers and vendors: contact details and identifiers to keep ledgers clean.
• Opening balances: initial values needed for accurate accounting (where applicable).
• Bulk updates (upsert): update existing masters without creating duplicates.

Best practices

• Start small: onboard a subset of items, validate workflows, then scale.
• Use stable identifiers: keep SKUs/barcodes and master codes consistent across imports.
• Validate before transacting: fix exceptions early to prevent cascade errors.
• Govern changes: combine imports with approvals and audit logs where needed.

Related modules

Master data import supports most modules: Inventory, CRM, Billing, Accounting, and Operations.

Get started

Review Pricing and start a demo signup from Checkout.