Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
I want to export data between certain dates. What is the process for specifying date ranges?
To export the report in BUSY between certain date range, follow these steps:
Step 1: Open the required report based on your needs.
Step 2: Press the F2 shortcut key. A window to update the date will appear, allowing you to select the starting and ending date.
Step 3: After specifying the date range, the report will display data for that period. Press ALT+E to initiate the export command. Choose the desired data format for export, specify the file path and name, then press OK. The file will be successfully exported to the defined location.
My import failed. How can I troubleshoot what went wrong?
To import data from excel to BUSY you need to follow these steps:
Step 1: Go to Administration.
Step 2: Click on Data Export Import.
Step 3: Select Import voucher from Excel.
Step 4: Select voucher Type then click on select Formate.
Step 5: Go to Configure and Add new Formate then click on Configure and show default components for this voucher yes and save.
Step 6: You need to prepare your data as per formate.
Step 7: Give path of Excel file which you have prepared according to BUSY formate.
Step 8: Sheet no define starting Row mention then Ending Row and click on Import.
Is there an option in BUSY to import TDS transactions from external files or other accounting software?
Yes, you can import it TDS transaction in BUSY through excel process.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.
How do I import my daybook data into the Bizi portal?
BUSY provides two methods for import
To Import data from excel, you need to follow 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
XML method:
To import data in BUSY
Step 1: Administration
Step 2: Data export/Import, Select data/export import(XML)
Step 3: Click on import data, specify folder path where exported data file present
Step 4: Click on the OK button to start import process
The sales voucher I imported earlier is now showing as a return voucher. Why is this happening and how can I correct it?
If a sales voucher is incorrectly appearing as a return voucher after import, it may be due to a data entry error. To resolve this:
1. Check for any data entry errors during the import process.
2. Verify that the correct voucher type was selected during import.
Additionally, you can switch a sale return voucher to a sale voucher using the F6 shortcut key. Alternatively, you can re-import the sale voucher from Excel with the correct voucher type.
Note: Always take the latest backup before initiating any process.
How can I import transaction data from an external source into the system?
To import transaction data from an external source into the system, you can use the Data Export-Import option in. First, export the data from the external source into an Excel file. Then, import the Excel file into BUSY using the Quick Excel utility. Make sure the format of the Excel file matches the transaction format in BUSY from:
Step 1 : CLick on administration
Step 2 : Data export import
Step 3 : Import data from excel
Step 4 : COnfigure format as per excel
Step 5 : Choose excel file and import
How to import/export data from Excel or other systems?
To import data from Excel or other systems, you can use the Data Export-Import option in the software. This allows you to export or import data, including from Excel files. You can import masters from MS Excel by selecting the "Import Masters from MS Excel" option in the data export-import menu. This will open a window where you can choose to add new masters or modify existing ones. To export data to Excel or other systems, you can make changes to the data in Excel and then import it back into the software.
Can I export reports in excel or pdf?
You can export data or report in excel or pdf by following these steps
Step 1 Go to dispaly
Step 2 Go to relevant report you want to export like sale register and open the report
Step 3 Then on top of report select export and select format as excel and export on selected path in local drive or you can change the path
Step 4 And to export in pdf,select on print and select from BUSY or as it is from grid
Step 5 Select export and then format as pdf and export on selected path
Can I export bill details to an Excel or PDF file? What's the process?
You can export bill details report in excel or pdf by following these steps
Step 1 Go to dispaly
Step 2 Go to relevant report you want to export like sale register and open the report
Step 3 Then on top of report select export and select format as excel and export on selected path in local drive or you can change the path
Step 4 And to export in pdf,select on print and select from BUSY or as it is from grid
Step 5 Select export and then format as pdf and export on selected path
How do I check for errors in uploaded Excel files in BUSY?
To check errors in uploaded Excel files in BUSY, follow these steps:
Step 1: Navigate to the Administration section and click on the Data Export Import tab.
Step 2: Select Import Voucher from Excel.
Step 3: Before importing data, make sure to untick the option Import Voucher Without Error Message displayed at the bottom left corner of the BUSY screen.
When errors occur during the import process, a report in Notepad form will appear, displaying the error message along with the row number where the error exists.