Product data transfers

Move your products, customers and suppliers between Kluvan, PosMasr and CreekPOS. Start in the source workspace, then review the data in the destination before importing.

1. Share from this workspace

Only share a code with an owner of the destination workspace. Anyone holding it can read the selected data until it expires or you revoke it. The code is shown once; create a new code if lost.

2. Bring data into this workspace

Choose the source and data type. Preview creates a batch for review. Save a channel to enable automatic additions after the first import is complete.

Products: name, barcode, category, unit and description. Prices and stock quantities are excluded.

Customers and suppliers: name, phone and notes. Email, addresses and balances are excluded.

Saved data channel

After reviewing and completing the first import, enable checks every 30 minutes. Only new identities are imported automatically. Changes, deletions and failures require review. No AI credits are used.

Allow this read-only code for one year (revocable at any time).

Saved channels require a unique barcode on every product or a unique phone number on every contact. If these are missing or duplicated, use a one-time preview or CSV and check name matches carefully. An export is limited to 10,000 source rows and a bounded file size. Prices are excluded: set or check prices in the destination before selling newly imported products. Changed identifiers can create new matches; always review the batch.

These transfers use no AI credits. They do not move sales, invoices, balances, stock quantities, staff accounts or credentials. Existing records and deletions are never applied automatically. For financial history, use the separate accounting migration workflow.

Financial ledger transfer

`/settings/financial-transfer`

Same-currency accounting migration and consolidation. Balanced journal entries and linked customer/supplier balances move to the main branch. Source invoices, bills, attachments, stock and tax filings are not recreated. Transfer contacts first. Review accounts and reconcile balances before posting; existing business activity can overlap. No AI credits are used.

The read-only code covers posted journals from the selected month onward, including linked party balances. Review each page of up to 25 entries. Revocation stops future reads.

Allow this read-only code for one year (revocable at any time).

I reviewed the accounts, destination balance impact and source scope, and approve these postings.

Save an encrypted channel. Every 5 minutes it processes up to 25 entries, cycling from the selected month through the current month to catch late postings. New entries use the reviewed account mappings; changes or missing mappings require review.