Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - other software
How do I import data into BUSY from another accounting software?.
BUSY does not offer a direct import feature for data from other accounting software. Users typically need to manually enter or import data into BUSY from external sources, like Excel To import a large number of sales entries from another software to BUSY, you can follow these steps:
Step 1: Export your data from your old software in an Excel-compatible format.
Step 2: Open BUSY, go to the Administration section, and select Data Export/Import.
Step 3: Choose the option to import vouchers from Excel.
Step 4: Define the format in BUSY based on your Excel file and map it correctly.
Step 5: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
Step 6: Review the imported data for accuracy and make any necessary adjustments.
Step 7: With the data imported, you're ready to start using BUSY for all your accounting needs.
How to link or map fields between the old software and BUSY during import?
When you are importing data from old software into BUSY, you'll typically need to link or map fields to ensure that the data is correctly matched and imported. This is a crucial step in the data migration process. Here are the steps to link or map fields between the old software and BUSY:
Step 1 : we need to export data (Master & Transaction) in Excel from old software
Step 2 : Go to administration Menu > Data Import/Export
Step 3 : Import Master (Accounts Item etc.)
Step 4 : Import Voucher from Excel
a) Select Voucher Type ( Sale, Purchase, Receipt , Payment etc.)
b) Configure the format for each voucher type (sale, purchase ,Receipt Payment, Contra) as per Excel sheet.
c) Select the file path one by one voucher type path
Step 5 : Import all voucher type one by one.
What integration options are available with other software like billing, CRM etc?
For Tally to BUSY, We have Utility for Data Conversion of Tally to BUSY. Pls Follow Below Steps:
Step 1: Download Tally to BUSY utility from our site www.busy.in
Step 2: Install it then in BUSY will show in Add On option in company.
Step 3: Export Xml data of Masters and Vouchers from Tally.
Step 4: In BUSY, Click on Add on option.
Step 5: Select Sale/Purc type
Step 6: Specify Xml Folder path for Masters & Transaction.
Other Software : In BUSY, Can import data through Excel from Other Software.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Vouchers from Excel
Step 4: Select Voucher Type
Step 5: Create Format
Step 6: Configure Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do Process After Data Backup
What options are available for data migration from Tally or other software to BUSY?
For Tally to BUSY, We have Utility for Data Conversion of Tally to BUSY. Pls Follow Below Steps:
Step 1: Download Tally to BUSY utility from our site www.busy.in
Step 2: Install it then in BUSY will show in Add On option in company.
Step 3: Export Xml data of Masters and Vouchers from Tally.
Step 4: In BUSY, Click on Add on option.
Step 5: Select Sale/Purc type
Step 6: Specify Xml Folder path for Masters & Transaction.
Other Software : In BUSY, Can import data through Excel from Other Software.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Vouchers from Excel
Step 4: Select Voucher Type
Step 5: Create Format
Step 6: Configure Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do Process After Data Backup
How can I migrate data from my existing accounting system to this software?
" To migrate data from your existing accounting system to BUSY, you can follow these steps:
1. Export data from your existing accounting system in a compatible format, such as CSV or Excel.
2. Open BUSY and go to the"Data export/Import''.
3. Select the option to "import mater from Excel" and Import voucher from excel.
4. Choose the file containing your exported data and map the fields to the corresponding fields in BUSY.
5. Review the data mapping and make any necessary adjustments.
6. Start the data import process and wait for it to complete.
7. Once the import is finished, verify that the data has been successfully migrated to BUSY.
It is recommended to consult the BUSY documentation or contact their customer support for detailed instructions specific to your situation. "
How can I switch from my old accounting software to BUSY? What is the process?
To switch from your old accounting software to BUSY, you can follow these steps:
Step 1: Make sure you have a valid BUSY license.
Step 2: Export your data from your old software in an Excel-compatible format.
Step 3: Open BUSY, go to the Administration section, and select Data Export/Import.
Step 4: Choose the option to import vouchers from Excel.
Step 5: Define the format in BUSY based on your Excel file and map it correctly.
Step 6: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
Step 7: Review the imported data for accuracy and make any necessary adjustments.
Step 8: With the data imported, you're ready to start using BUSY for all your accounting needs.
I want to migrate data from my old accounting software to BUSY. Is there a way to do this?
To switch from your old accounting software to BUSY, you can follow these steps:
Step 1: Make sure you have a valid BUSY license.
Step 2: Export your data from your old software in an Excel-compatible format.
Step 3: Open BUSY, go to the Administration section, and select Data Export/Import.
Step 4: Choose the option to import vouchers from Excel.
Step 5: Define the format in BUSY based on your Excel file and map it correctly.
Step 6: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
Step 7: Review the imported data for accuracy and make any necessary adjustments.
Step 8: With the data imported, you're ready to start using BUSY for all your accounting needs.
Is data migration from another accounting software to BUSY possible, and what's the recommended process?
Yes, you can migrate data from another software to BUSY through Excel or CSV. You have to export the data from other accounting software to excel and then can import in BUSY as per the BUSY format.Excel import process done on chargeable basis from the channel partner.
Pls Follow the Below Steps for Excel Import :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: Then Import Vouchers from Excel
Step 4: Then Select the required Voucher Type
Step 5: Then Create the Format
Step 6: Then Configure the Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do this Process After Data Backup.
What's the process for migrating data and setting up an account when switching to BUSY?
The process for migrating the data from other software to BUSY software through excel option.You have to configured the format in excel as per the BUSY fields. This will be done on chargeable basis from the channel partner.
Pls Follow the Below Steps for Excel Import :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: The Import Vouchers from Excel
Step 4: Select the Voucher Type whose data want to import
Step 5: Create Format
Step 6: Configure Format of data field as per excel column and save it
Step 7: Then select the format and tick the required fields
Step 8: Specify the Excel data sheet & Import it.
How can I transfer master data from old billing software to BUSY without creating duplicates?
You can transfer the data through excel from other software to BUSY software.You have to configured the format in excel as per the BUSY fields. This will be done on chargeable basis from the channel partner.
Pls Follow the Below Steps for Excel Import :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: The Import Vouchers from Excel
Step 4: Select the Voucher Type whose data want to import
Step 5: Create Format
Step 6: Configure Format of data field as per excel column and save it
Step 7: Then select the format and tick the required fields
Step 8: Specify the Excel data sheet & Import it.
