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Concepts & glossary

What you can import and export

Concept · Updated 25 Jun 2026

What you can move in and out of ClaimDS with Excel — counterparties, materials, HSN codes, sales and purchase business volume, inventory, and agreements.

ClaimDS exposes a consistent Excel import and export for the data that matters at onboarding and in day-to-day running. This page is a quick map of what's covered, so you know what can move by spreadsheet and what's set up another way.

Master data

  • Counterparties — your customers and vendors, with tax details, addresses and classification codes. Import and export.
  • Materials — your products, with unit of measure, prices, MRP and HSN. Import and export.
  • HSN codes — the tax-master entries behind your materials. Import and export.
  • Sales and purchase areas, plants, alternate units — the relationships that hang off counterparties and materials. Import and export.

Transactions

  • Sales business volume — your sales invoices, line by line, grouped by document number. Import and export.
  • Purchase business volume — the purchase-side mirror. Import and export.
  • Inventory snapshots — stock on hand at a date. Import and export.

Agreements

  • Sales and purchase agreements — imported header-only (the agreement record itself); the slabs, tiers and enrolments are set up in the app afterwards. Import and export.

A few specifics

  • A handful of things are deliberately one-way. PAN-status updates, for instance, are import-only; the line-level claim editor is export-then-re-upload rather than a fresh load.
  • Lookup codes aren't a separate upload — they're created as you reference them in a counterparty or material import.

Still stuck?

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Related docs

  • Import your data from ExcelBulk-load counterparties and materials into ClaimDS from a spreadsheet, with validation that flags duplicates, bad GSTINs and missing fields first.
  • Set up billing typesConfigure sales and purchase billing types in ClaimDS so each business-volume line is categorised correctly for settlement.
  • What is business volume?Business volume is the per-line sales and purchase data ClaimDS reads to calculate rebates — your invoices, projected into the form the engine works on.
  • Add a materialAdd a material or SKU to ClaimDS master data with its code, name, HSN and unit of measure, so agreements, claims and invoices share one catalogue.
What you can import and export — ClaimDS