CURQ Documentation

Data Import & Export Guide

Migrating data into CURQ or exporting operational records for analysis is simple using built-in CSV and Excel utilities.

Importing Data into CURQ

Supported File Formats

CURQ supports CSV (.csv) and Microsoft Excel (.xlsx) file formats.

Steps to Import

  1. Navigate to the target module list view (e.g. Contacts, Products, Chart of Accounts).

  2. Click Favorites > Import Records.

  3. Upload your .csv or .xlsx file.

  4. Verify column mapping between your file columns and CURQ system fields.

  5. Click Test Import to check for validation errors.

  6. Click Import to finalize records creation.

Exporting Data from CURQ

  1. Select the records you wish to export from any list view.

  2. Click Action > Export.

  3. Select desired fields or choose a saved export template.

  4. Export as Excel (.xlsx) or CSV.