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Platform · Data Import

Mera Purana Data Kaise Aayega? Like This.

The question every business asks before switching. The answer is a spreadsheet, a preview screen, and a commit button, with an undo behind it. Products, customers, suppliers, accounts, opening stock and serial numbers come across in an afternoon, and our team sits with you while they do.

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Data Import in E-Khata Cloud moves an existing business onto the platform without retyping. Export your products, parties and chart of accounts from Excel, Tally, a desktop package or a bahi khata typed up over a weekend, drop the spreadsheet on the import screen, check the preview, and commit. Every import runs in a batch you can undo, large sheets commit in chunks so ten thousand rows do not time out, and headers are matched forgivingly, so Product Name, product_name and productname all mean the same thing.

Updated September 2026

Products, with everything a product needs

The products importer takes the name and the Urdu name, SKU, category and brand, sale, purchase and retail prices, the unit, and the opening quantity per row with the warehouse it sits in, which is created by name if it does not exist yet. For sales-tax-registered businesses it also takes the HS code and the FBR unit, which is the one field genuinely worth importing in bulk before your first filing.

  • Name and Urdu name, SKU, category, brand, units.
  • Sale, purchase and retail price, maximum retail price.
  • Opening quantity per row, into a named warehouse.
  • HS code and FBR unit of measure for Digital Invoicing.

Customers and suppliers with their opening balances

Parties import as customers or vendors, with the name and Urdu name, phone and city, and the opening balance they owe you or you owe them. That balance posts as an opening entry so day one of E-Khata starts with the udhar that actually exists, and the party ledger runs from there.

  • Customer or vendor, name in English and Urdu.
  • Phone and city, so WhatsApp sharing and city-wise receivables work at once.
  • Opening balance per party, posted as an opening entry.

Your chart of accounts, as you had it

If your accountant has a chart of accounts they trust, keep it. The accounts importer takes code, name, Urdu name, type and parent, and builds the tree. Opening balances for accounts are entered on the Opening Balances screen afterwards, where the trial balance shows you the moment they tie.

  • Code, name, Urdu name, type, parent.
  • Nested accounts rebuilt as a tree.
  • Opening balances entered on their own screen, with the trial balance beside them.

Preview, commit, undo

Nothing is written on upload. The preview shows every row as it will be created, with warnings on the ones that need attention, and a mistyped HS code on one row does not block the other ten thousand. Commit writes the batch, in chunks, and the batch stays listed with an undo that removes exactly what it created. Import twice by mistake and you undo once.

  • Row-by-row preview with warnings, permissive on non-critical fields.
  • Chunked commit for large sheets.
  • Undo per batch, for products, parties and accounts.

Serial numbers, and our team beside you

Businesses that track serials import them against products and warehouses so opening stock is serialised from the first day. And the import is not something we hand you a guide for: setup and migration are part of every quote, so an E-Khata person is on the call or on site while your data comes across.

  • Serial import against product and warehouse.
  • Migration done with you, included in the quote.
  • Forgiving headers: underscore, space and camelCase variants all match.

How a migration goes

  1. Export what you have
    From Excel, Tally, your desktop package or a typed-up khata: products, parties, chart of accounts.
  2. Drop the sheet on the import screen
    Headers are matched forgivingly. Map anything the matcher could not guess.
  3. Check the preview
    Every row shown as it will be created, warnings on the ones to look at.
  4. Commit
    The batch writes in chunks. Undo is one click if anything is wrong.
  5. Enter opening balances and go
    Opening balances on their own screen, trial balance ties, and you are billing.

Who it is for

Switching from Tally or a desktop package
Products, parties and accounts exported once, imported once, undo behind it.
Coming off Excel
The sheet you already keep is the import file.
Large catalogs
Ten thousand rows commit in chunks, one bad HS code does not stop the rest.
Serialised stock
Serial numbers imported against products and warehouses on day one.

Frequently asked questions

Yes. Products with prices, units, HS codes and opening quantities; customers and vendors with phone, city and opening balance; and the chart of accounts with its tree. Each is a spreadsheet import with a preview, a commit and an undo.

Explore more of E-Khata

ProductsAccounting: opening balancesSerial numbers and warrantyE-Khata vs TallyPricing

See how your business runs on E-Khata.

30-min Zoom or WhatsApp call. We'll walk you through E-Khata with examples that match your business type.

Zain Gohar, co-founder of E-Khata Cloud
Zain Gohar
Co-founder, E-Khata Cloud
I or my co-founder personally join every demo call.
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Or message us on WhatsApp: +92 300 1676722 (we reply within 1 hour).