Frequently Asked Questions

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 .

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.

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.

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.

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.

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.

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.

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

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

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