Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - master import export
I am unable to add or import customers/vendors/products/accounts into BUSY. What could be going wrong?
If yor are unable to add or import customers/vendors/products/accounts into BUSY then follow the steps.
To Add Account Master Manually.
Step 1. Open the company in which you want to add masters.
Step 2. Click on Administration menu
Step 3. Then click on Masters
Step 4. Now select Account and...
What are the options for data mapping and field matching during the import process?
There are the steps to be followed for Data mapping or match the fields during the import process:
To Import Account Master from Excel.
Step 1. Open the company in which you want to import masters from excel.
Step 2. Click on Administration menu
Step 3. Then Go to Data...
I want to export my data from BUSY. What is the process to do this?
To Export Data From BUSY then follow the steps
Ensure that you are using either the BUSY Standard model or the Enterprise model. It's important to note that the
export option is not available in the BUSY Basic model.
To Export Master from BUSY in XML Format.
Step 1. Go...
Is it possible to import a list of customers into BUSY? If yes, what is the process?How do I generate bills for different sales platforms like eBay, Amazon etc?
Yes it is possible to import a list of customers into BUSY through excel and xml etc.
Follow these steps to import a customer list into BUSY through excel:
Step 1: Go to administration menu
Step 2: Then click on data export import option
Step 3: Then click on import...
What is the process for importing data from Excel to BUSY?.
To import data from Excel to BUSY, you need to first export the data from Excel into an Excel format compatible with BUSY. you can import data from excel to BUSY like Item master, party master, sales, purchase payment receipt vouchers. you can follow these steps:
Step 1: To Import...
How do I import opening stock balances into BUSY?
Yes, we can enter opening stock data from in two ways which are Multiple Item Creation Modification and Import Item Master from Excel.
Multiple Item Creation and Modification :
Step 1: Administration
Step 2: Configuration
Step 3: Bulk Updations
Step 4: Multiple Item Creation Modification
Step 5: Select either for New and Existing masters then Key Field should be name if alias is blank.
Step 6: Click on Select Filed tab then select the required field for Opening Stock.
Step 7: Load Masters and mention the Stock of each Item.
Step 8: Either can mention manually or can do copy paste from excel sheet.
Import Item Master from Excel :
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Masters from MS Excel
Step 4: Items
Step 5: Either with both Masters New and Existing or with any one of them.
Step 6: Select the required field and excel column
Step 7: Specify the Date from which price and discount to get in item master.
Step 8: Mention the Excel Sheet path and import it.
Note : Do this process after the Data Backup. Opening Stock can only be add in Beginning Year.
How to enter opening balances for stock in BUSY?
Yes, we can enter opening stock data from in two ways which are Multiple Item Creation Modification and Import Item Master from Excel.
Multiple Item Creation and Modification :
Step 1: Administration
Step 2: Configuration
Step 3: Bulk Updations
Step 4: Multiple Item Creation Modification
Step 5: Select either for New and Existing masters then Key Field should be name if alias is blank.
Step 6: Click on Select Filed tab then select the required field for Opening Stock.
Step 7: Load Masters and mention the Stock of each Item.
Step 8: Either can mention manually or can do copy paste from excel sheet.
Import Item Master from Excel :
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Masters from MS Excel
Step 4: Items
Step 5: Either with both Masters New and Existing or with any one of them.
Step 6: Select the required field and excel column
Step 7: Specify the Date from which price and discount to get in item master.
Step 8: Mention the Excel Sheet path and import it.
Note : Do this process after the Data Backup. Opening Stock can only be add in Beginning Year.
What's the procedure for recording opening balances during migration to BUSY?
To record opening balances during migration through other softwares.
Step1: Click on the Adminstration option
Step2: Click on Data Export Import option
Step3: Click on Import masters from Excel option
Step4: Select which master you want to import(i.e Items, Accounts and Etc)
Step5: After Selecting the master, We have to set the Accounts field and excel as per the configurations.
Step6: we have to mention the excel file path in there and also the columsn from where, upto where we want to import the same.
To record opening balances during migration through Tally.
Step1: We have a specific utility/Add-on for the same i.e TALLY to BUSY, Install the same.
Step2: From Tally we have to export 2 specific files one is Daybook.Xml and other one is Masters.Xml
Step3: Click on Add-o option in BUSY, Open the utility of TALLY to BUSY
Step4: Mention the location of exported files(Tally files)
Step5: Click on import.
As also can mention the opening of any master manually in wanted to do so.
Can I enter data in bulk for serial numbers and seal numbers?
Yes, By folllowing below steps you can enter items in bulk with serial number:
Step 1: In menu option select administration.
Step 2: Then go in configurations.
Step 3: Select feature/options.
Step 4: Then click on inventory.
Step 5: Enable the option of serial no wise details.
Step 6: Configure the given configuration as per your requirment.
Step 7: Save and go back.
Step 8: Then select data export import option.
Step 9: Click on import masters from excel/Google sheet.
Step 10: Select items option.
Step 11: Then select item required field and same as excel field, e.g Item_Name , A
Step 12: Define the excel file path and import.
Note: You need to maintain your item excel file with required field name and define exactly same in BUSY, then you will able to import the items.
You can also go through the particular topic video on youtube which may help you out , as link is give below: https://youtu.be/vN0XIV1EFP4?si=ZI1bZt88yQzHpiO2.
How can I add multiple parties/customers in BUSY?
You can create multiple party master either through excel or by bulk updation feature in BUSY.
To import multiple master through excel follow the below steps:
Step 1: Go to administration section then click on Data export import option
Step 2: Now, Select Import master from MS excel option then click on Accounts tab
Step 3: To create an account master, choose the necessary fields for account details, pick the Excel sheet with the starting and ending rows of data, and import the sheet.
To create Account master in Bulk from BUSY follow the below steps:
Step 1: Go to administration section then click on Bulk updation menu
Step 2: Select Multiple account creation and modification
Step 3: After selecting the necessary fields to create an account master, you can create multiple masters in bulk by providing the details and saving the window.
