Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - master import export
What is the process to import/export data in BUSY?.
for import/export data in BUSY we need data in excel format if you have data in execl then follow the below steps
step 1: go to the data import/export option under administration menu
step 2: then click on import masters from MS excel option
step 3: pick relevant option which is you want to import data
step 4: then mentioned item fields in BUSY, mentioned excel file's path, starting and ending row , sheet no then click on import .
I want to upload my Excel file to BUSY but I am unable to do so. What steps should I follow to upload Excel files?
step 1:Go to the Data Import/Export option under the Administration tab.
step 2:Click on Import/Export Master from MS Excel.
step 3:Open the Item option.
step 4:Specify the import options as new or modify.
step 5:Select the relevant fields you wish to import from the Excel file.
step 6:Choose the Excel file path, specify the start and end rows, and indicate the sheet number.
step 7:After selecting all the relevant details, click on 'Import' to import your data.
Can I import Excel files to add item master with tax category?
Yes, item masters can be import through excel with tax category by 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 add new master.
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.
How can I import items in BUSY from excel?
To import items in BUSY from excel, 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 add new master.
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.
How can I avoid duplicate customer records when importing data into BUSY?
You can avoid the duplicate customer name by appling custom formating on duplicates when importing data from excel to BUSY software.
Pls follow the below steps for finding duplicate in the excel :
Step 1: Go the customer data excel sheet
Step 2: Select the customer column data
Step 3: On top right, Click on conditional formatting
Step 4: Then highlights cells rules
Step 5: Then click on duplicate values then duplicates will get highlight with pink colour.
How do I import customers/vendors lists into BUSY?
To import customer or vendor list through excel in BUSY, you can 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, choose the necessary fields for account details, 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.
What are the steps I need to follow to correctly setup the excel export template so it captures all the item details I need?
To correctly set up Excel export template in BUSY and capture all needed item details, you need to
Step 1 : First select the required report and click on the 'Export' button.
Step 2 : Then, select the 'Excel' option and choose the appropriate template.
Step 3 : Make sure to include all necessary columns such as item name, customer name, invoice number, and GST details. Finally, save the template and export the report to Excel.
I used to be able to export all item details correctly earlier. But now only partial details like item name are getting exported. What should I do to fix this?
To add column in Item to export, follow these steps:
Step 1 : Click on administration
Step 2 : Select Masters
Step 3 : Click on list
Step 4 : Screen
Step 5 : Select configurable alphabetical
Step 6 : All items
Step 7 : Click on botton tab Select fields
Step 8 : Search and double click on field needed
Step 9 : Save
Step 10 : Then the item list will load and export
I am unable to export all the details (like GSTIN, serial number code etc.) for each item row in the excel export. How can I fix this?
To add column in Item to export, follow these steps:
Step 1 : Click on administration
Step 2 : Select Masters
Step 3 : Click on list
Step 4 : Screen
Step 5 : Select configurable alphabetical
Step 6 : All items
Step 7 : Click on botton tab Select fields
Step 8 : Search and double click on field needed
Step 9 : Save
Step 10 : Then the item list will load and export
Why are the item details like quantity, species etc not exporting properly during excel export?
To add column in Item to export, follow these steps:
Step 1 : Click on administration
Step 2 : Select Masters
Step 3 : Click on list
Step 4 : Screen
Step 5 : Select configurable alphabetical
Step 6 : All items
Step 7 : Click on botton tab Select fields
Step 8 : Search and double click on field needed
Step 9 : Save
Step 10 : Then the item list will load and export