Introduction

Data management is essential for effectively using an ERP system. ERP software integrates data from different business functions, such as finance, inventory, sales, and human resources, into a single system. For the system to work reliably, this data must be accurate, consistent, and properly maintained.

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The following options are available for managing data within the ERPNext:

• Data Import – Bringing data into the ERP system from an external source, such as spreadsheets
• Data Export – Extracting data from the ERP system for reporting, analysis, audits, or integration with other systems.
• Data Backups – Creating regular backups to protect business data from accidental loss, system failures, or security incidents.
• Bulk Update Operations – Updating large volumes of records at once, such as modifying prices, account details, or master data fields.
• Bulk Rename Operations – Renaming multiple records simultaneously to maintain consistency and follow naming standards.
• Transaction Corrections and Deletions – Fixing errors by adjusting or deleting incorrect or duplicate transactions, following proper authorization and audit controls.