Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
I am getting errors while importing data from excel. How can I resolve this?
To correct error when import data from excel , you can follow the below steps:
Step 1:Check the fields mention in format created for import voucher is matched the data mention in excel sheet
Step 2: Column mention in field and in excel column name should match
Step 3: Masters should be created in BUSY already which are mentioned in excel sheet
Step 4: Excel sheet path, sheet number , starting row and ending row number should be correct
After correcting them you can import vouchers.
Why can't I see the 'export to Excel' feature in the reports menu?
If you are not getting option to export option for excel for some reports or not exporting in excel,it may be
1.If the user you are logged in with is restricted to export reports from BUSY
2.If there is issue in excel installed in system in case not exporting in excel,check by troubleshooting excel
3.If the report or voucher you are looking to export, can not be exported in excel form
4.Also you can check by updating to latest release as if it is working in any other release
How to export reports and manage users in BUSY?
To export data from BUSY, you can go to the respective report (e.g., Accounts, Inventory, etc.), select the desired data, and use the "Export" (ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.
To manage your users in BUSY, you can follow these steps:
Step 1: Open your company with Super / Admin User.
Step 2: Go to Administration tab and click on Users.
Step 3: Here, you can Add new users or Modify the existing users and set their rights as per the requirements.
Errror is showing while importing Sales data from Excel.
In BUSY, If error showing while importing the data through Excel in BUSY.
Pls Follow the Below Steps for Excel Import :
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. Further can contact customer support 24X7 on 8282828282 or email at support@busy.in
I want to import all purchase vouchers from a date range. Is that possible?
Yes, it is possible to import all purchase vouchers from a specific date range into BUSY.
You can use Import Voucher from Excel option under Data Export/Import option from Administration menu.
You have to create a format to import purchase vouchers and configure all the column of excel details in the configuration so that you can import all the vouchers and You can also view our Import Vouchers from Excel process help video, the link is available in the Import Voucher window with the play button on the top right.
How do I remove any Row/Column I don't need while exporting data?
To export data from BUSY with some rows or columns removed, you can follow these steps:
Step 1:To hide some rows that you do not want to export, press F9 on your keyboard. The hidden rows will not be included in the exported file.
Step 2:To hide some columns that you do not want to export, use the "Print" option (ALT+P) and select "As it is From Grid." Then, uncheck the columns that you do not want to export. The hidden columns will not be included in the exported file.
BUSY is showing error messages when I try to import data from excel. What could be causing this and how can I import successfully?
To import files from excel in BUSY properly so follow these steps:
Step 1: Check your excel is created properly or not.
Step 2: Then Go in administration.
Step 3: Then select data export import.
Step 4: Then select Import vouchers from Excel.
Step 5: Then select voucher type & configure fields in BUSY according to excel.
Step 6: Select correct fields according to excel in BUSY.
Step 7: Then show the excel file path.
Step 8: Then mention row no. of excel and sheet no. of excel.
Step 9: Then import it & then check.
Can I automate bill imports from the billing platform to BUSY? What is the process?
Yes, you can import bill from excel
To import the bill from excel follow the below mentioned Steps:
Step 1: Go to Administartion and then click on Dtata Import and Export
Step 2: Click on Import vouchers from excel
Step 3: Select voucher type and then create a format and configure that format define the fields as per excel sheet
Step 4: Close the excel file and give the excel file path
Step 5: Mention the Sheet number, starting row, End row according to exel sheet
Step 6: Click on Import
Can we import transaction with Item BCN from excel in BUSY
Yes, you can import transactions with item BCN details from Excel in BUSY. Follow the below steps to import
Step 1: open, BUSY company
Step 2: Go to Administration, then Data Export, Import, and Import vouchers from Excel. Select voucher type.
Step 3: Click the Configure option on Select Format, then select the format to configure. Click Add Format, then Select Format, and click the Configure option. Select the Type Item field component Barcode and mention the Excel column where the Barcode field is available in Excel.
How to automate scheduled exporting from BUSY?
In BUSY, no option to automate schedule for data/file export. You have to follow below steps for export desire data from BUSY:
Step 1: Open the report that contains the data that you want to export, such as accounts, inventory, etc.
Step 2: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 3: Choose the file format as excel. You can also change the file name and location if needed.
Step 4: Click on the OK button to export your data.