Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - master import export
How can I import an excel sheet with modified item's opening stock?
To import an excel sheet with modified item's opening stock, you need to follow these steps:
Step 1: Go to administration section then click on Data export import
Step 2: Choose import master from excel or google sheet then select from item.
Step 3: Tick on excel option then tick on modify existing masters.
Step 4: Select the required master fields and map them with excel sheet column.
Step 5: Specify the excel file path with excel sheet number and starting and ending row then click on import button.
Step 6: Opening stock can be modified in the begging financial year of company.
Why am I unable to see the export to Excel option in BUSY anymore? How can I get it back?
If you are unable to see export to excel option in BUSY there may be several reasons of it:
1. May be you have logged in with subuser
2. If you want export to excel option in individual invoice in that case its not possible as export to excel option works for reports data only
3. If using older release kindly update it to new version
4. It may occur due to screen resolution setting
5. If same issue persist you can try by reinstalling BUSY or check by creating a demo company
Can I enter master information in excel and then import in BUSY?
Yes, you can import the master through excel sheet in BUSY by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select from item, account etc
Step 4: Select import from Excel option then tick on add new master
Step 5: Select the required master fields and Choose excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.
Can I import customer data from other applications into BUSY?
If you want to import customer data from other application then please follow
the given steps
Step 1: Export data into excel then come to BUSY.
Step 2: Go to administration then data export import
Step 3: Then import master from excel then account.
Step 4: Then select the field and set column as it is in excel.
Step 5: Then select excel file path then sheet number and raw number and
import
Step 6: If you have data into xml then select data export import xml then import
data.
Step 7: Then set the file path of xml then ok and import.
Is it possible to modify account information through MS excel in BUSY?
Yes, you can modify the account information through MS excel in BUSY by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel Google sheet then select account
Step 4: Select import from Excel option then tick on modify existing account
Step 5: Select the required master fields and select excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.
I have been using BUSY for many years and have lots of data. Recently I am facing issues with exporting to Excel. Do I need to uninstall and reinstall BUSY?
If you are unable to export your data to excel Please follow given below steps to resolved it:
Step 1: Make sure you are using current release of BUSY
Step 2: Ensure that you have the 2013 and onwards microsoft excel to export your data properly
Step 3: Make sure you have the license version of excel
Step 4: You can repair your excel and then try to export data from BUSY to excel
Step 5: If same issue persist you can check by exporting excel from another PC or reinstall your BUSY
I used to be able to export BUSY data to Excel earlier but now it fails. Why could this be happening and how can I troubleshoot?
If you are unable to export your data to excel Please follow given below steps to resolved it:
Step 1: Make sure you are using current release of BUSY
Step 2: Ensure that you have the 2013 and onwards microsoft excel to export your data properly
Step 3: Make sure you have the license version of excel
Step 4: You can repair your excel and then try to export data from BUSY to excel
Step 5: If same issue persist you can check by exporting excel from another PC or reinstall your BUSY
I want to export my data to Excel but the export feature does not seem to be working. What should I do?
If you are unable to export your data to excel Please follow given below steps to resolved it:
Step 1: Make sure you are using current release of BUSY
Step 2: Ensure that you have the 2013 and onwards microsoft excel to export your data properly
Step 3: Make sure you have the license version of excel
Step 4: You can repair your excel and then try to export data from BUSY to excel
Step 5: If same issue persist you can check by exporting excel from another PC or reinstall your BUSY
What should I do if data not importing in item master through excel in BUSY?
If data not importing in item master through excel in BUSY, you need to check these steps:
Step 1: Make sure you have selected the correct excel sheet and choosen correct sheet number, starting and ending row.
Step 2: Check all the fields are correctly mapped with excel column or not.
Step 3: For update data in the item master you need to tick on Modify Existing Master option instead of Add New Masters.
Step 4: If same issue persists then you need to copy data in new excel sheet and then try to import.
How can I import master from excel to create multiple items in BUSY?
To import master from excel for create multiple items in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select item
Step 4: Select import from Excel option then tick on add new item
Step 5: Select the required master fields and Choose excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.