Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - master import export
What is the process for exporting and importing opening balances?
To export and import opening balances in BUSY, you can use export / import data option of BUSY.
Please follow then belwo steps to use this option:
1: Go to Administration Menu
2: Click on data export/import options
3: Then click on Data Export Import XML or Export/Import Master From Excel
4: Then select export option master in xml/excel then select master range and tick opening balance and specify then ecport file path and export
5: Click on import option from xml/excel and select the file and with excel you have to select field which you want to import e.g. op_amount for opening balance etc and specify the excel column in which same column details is available & then import.
Make sure you have a latest backup of your data.
Can I modify the item list directly on Excel and upload it to the software?
Yes, you can modify the item list directly on Excel and upload it to the BUSY. To know how to import item's list from excel, follow these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the master type such as Items.
Step 3: Click on Modify Existing Masters and map the master fields with excel field as per the sheet.
Step 4: Select the key field then mention excel file path, sheet no., starting and ending row and click on import button and wait for the importing process.
Note: Take backup of your data before making any modification in BUSY.
How do I create an item master in BUSY with item alias, hsn code, mrp, purchase price and sales price through ms excel?
To create item master with item name, alias, group, hsn code, purchase price and sales price data through excel, 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 and 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 like item name, item group, item alias, hsn code, sales price, purchase price etc. 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.
How to import Bill Of Materials master by excel in BUSY?
To import Bill Of Materials master by excel in BUSY, follow these steps:
Step 1: Prepare the excel sheet with Bill Of material details like BOM Name, item to produce, qty produced, raw material name, raw material qty, raw material unit etc.
Step 2: Go to the Administration section then click on Data export import option.
Step 3: Now, Select Import master from MS Excel option then click on Bill Of Materials.
Step 4: To create a BOM master, choose the necessary fields for BOM details and tag with excel field, select the Excel sheet with the starting and ending rows of data, and import the sheet.
Note: Take the latest backup of data before any process.
Can I add a Bill of Material master for a new company in Bulk? What is the process in BUSY?
Yes, you can add a Bill of Material master for a new company in Bulk.
To add a Bill of Material master in Bulk, follow these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the Bill of Material master type.
Step 3: Map the master fields with excel field as per the sheet.
Step 4: Now, mention excel file path, sheet number, starting and ending row and click on import button and wait for the importing process.
Note: Take the latest backup of your data before any process.
How can I clear the balance of accounts and import the opening balance again from excel?
When you import opening balance of accounts from excel, the previous balance will be clear automatically. To know how to import, follow the below 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 account.
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 balance can be modified in the begging financial year of company.
How to add opening balances and migrate data from old software?
To migrate data from any other accounting software to BUSY, you can import data through Excel.
Steps to import Mater with opening balance through BUSY:
Step 1: Go to administration then click on Data export import
Step 2: Now click on Import master from excel and select the required field like master name, master group , opening amount and so on.
Step 3: select the configured excel sheet in import master from excel window and import the data.
Further Feel free to contact our customer support helpline at 8282828282 for any related queries.
Note- In BUSY, you can import Tally data directly through the Tally2BUSY utility.
Is it possible to use an excel sheet for update details in multiple items at once?
Yes, it is possible to use an excel sheet for update details in multiple items at once in BUSY. To do this follow the below steps:
Step 1: Take backup of your company.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel or google sheet then select from item.
Step 4: Tick on excel option then tick on modify existing masters.
Step 5: Select the required master fields which you want to update and map them with excel sheet column.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import button.
How can I export a account list as a CSV file from BUSY?
If you want to export a account list as a csv file from BUSY please follow these steps:
Step 1: Go to administration menu then click on masters sub menu
Step 2: Select account and click on list button and then select screen option
Step 3: Now click on standard format and select it as group of accounts or all accounts as required
Step 4: Now click on ok button then you can see the list of your accounts
Step 5: Click on export button or press the shortcut key ALT+E then select data format as CSV then specify the path name and click on ok to export it.
Why can't I see the import data option in BUSY?
If you are not able to see the import data option in BUSY then follow the steps.
Step 1. Open Company with super user
Step 2. Then Go to Administration menu and select the users option.
Step 3. Under the users option click on the modify button.
Step 4. Then choose the subuser who does not have permission to import data.
Step 5. Then Enable the right according to your need and click the save button to
save the user rights settings.
Step 6. Now Close the company and Reopen it with the subuser then verify the acess to
see the import data button.
