Frequently Asked Questions

In BUSY, you can import masters such as Items, Accounts, Brokers, Authors, Employees, Contacts, and Bill of Materials. Additionally, you can import vouchers including Sales, Purchase, Sales Return, Purchase Return, Stock Transfer, Material issued to the Party, Material Received from the Party, Payment, Receipt, Journal, Contra, Debit Note (Without Items), and Credit Note (Without Items).
To import data from Excel/CSV files into BUSY, follow these steps:
1. Open BUSY.
2. Administration 
3. Data Export Import
4. Import Master from Excel [For master import]
5. Import Voucher from Excel [ For voucher import]
6. Configure and connect the Excel field with BUSY fields 
7. Specify the Excel file path
8. Specify the Excel sheet number, starting row and ending row
9. Import
10. To import vouchers, you can configure the format and tag the components with Excel column data.
For further details, you can refer to the BUSY YouTube channel to enhance your knowledge.
Contact 24 x 7 BUSY support [8282828282] if needed.

If your BUSY shown error while import of voucher, you can try below troubleshooting steps: If importing from excel
Step 1: Check excel file should not contain any formating anf formulaized values or can check with new excel file
Step 2: Check for correct financial year and date format.
Step 3: Check party name, item name, units, sale/purchase type or bill sundries should have same spellings and format as mentioned in BUSY
Step 4: Check wheather BUSY able to export file in excel or not. if not, kindly repair your microsoft office programe from control panel.
If importing from XML
Step 1: Make sure to have same configuration in target and source company.
Step 2: Add same voucher series and its set its configuration
Step 3: Check for correct financial year.
If problem persist then you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

It is necessary to make separate entries for transactions in different banks in BUSY. However, You can import the voucher in bulk through excel in order to simplify this process. Follow these steps to import voucher from excel in BUSY:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the required voucher type.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher. 
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns. 
Step 5: Select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete

To link bank accounts and import bank statements into BUSY, you can follow these steps: 
 Step 1:In BUSY, go to administration and select master. 
 Step 2:Click on Account and choose Add New Bank Account. 
 Step 3:Fill in details like bank name, account number, and account group, then save. 
 Step 4:To import bank statements, go to administration again. 
 Step 5:Click on Data Export Import and select import vouchers from Excel. 
 Step 6:Choose voucher types payment, receipt, contra for bank data import. 
 Step 7:Go to format and select configure, then match columns with Excel. 
 Step 8:Select the bank account for statement import. 
 Step 9:Choose the file with the bank statement and click Import. 
 Step 10:Review transactions, make adjustments if needed, and save the imported statement. 
 Following these steps will help you link bank accounts and import statements in BUSY.

In BUSY, you can import transactions from the excel sheet by Follow these steps:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the type of voucher that you want to import, such as sales , purchase etc
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher. 
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns. 
Step 5: Select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete.
Please refer also document and video tutorials for know more about the import process.

If you tried to import several files into BUSY, but only one file got imported, here's why it might not be working as expected:
 Point number 1:In BUSY, you can import only one file at a time, and you can select only one sheet at a time from that file. This means you can't import multiple files all at once.
 Point number 2:If you are importing files one by one, and some of them aren't importing correctly, you should double-check the fields in your Excel file and make sure they match the fields in BUSY. Examine the data thoroughly and make any necessary changes.
 Point number 3:If you encounter an error in Excel, try copying and pasting the data into a new Excel file. If the issue persists, you may need to consider repairing the Excel file if it's still not working correctly.

To troubleshoot import issues in BUSY, you can follow these Steps:
Step 1 : Check the file format: Ensure that the file you are trying to import is in a compatible format, such as Excel or CSV.
Step 2 : Verify data integrity: Make sure that the data in the import file is accurate and properly formatted. Check for any missing or incorrect information.
Step 3 : Check import settings: Review the import settings in BUSY to ensure they are configured correctly. Pay attention to field mapping and data validation settings.
Step 4 : Test with a small sample: Try importing a small sample of data first to see if it works properly. This can help identify any specific issues with the import process.
Step 5 : Update software: Make sure you are using the latest version of BUSY. Updates often include bug fixes and improvements that can resolve import issues.

To export data from BUSY to Excel, you can follow these steps:
 1. Open BUSY and go to the desired section or report that contains the data you want to export.
 2. Click on the "Export" or "Export to Excel" option, usually located in the toolbar or menu.
 3. Choose the specific data range or filters, if applicable, for the export.
 4. Select the destination folder where you want to save the exported Excel file.
 5. Click on the "Export" or "Save" button to initiate the export process.
 6. Wait for the software to generate and save the Excel file with the exported data.
 7. Once the export is complete, you can navigate to the destination folder you selected to find the exported Excel file.
 Please note that the exact steps may vary slightly depending on the version and configuration of BUSY you are using.

To upload data for multiple past financial years in BUSY , follow these Steps:
Step 1 : take backup of your data
Step 2 : click on administration 
Step 3 : go to "Data export Import" section.
Step 4 . Select the option to import data from the desired financial year.
Step 5 : Choose the file format (such as Excel, CSV, or JSON) for the data you want to upload.
Step 6 : Browse and select the file containing the data for the specific financial year.
Step 7 : Map the columns in the file to the corresponding fields in BUSY.
Step 8 : Click on the "Import" or "Upload" button to start the data upload process.
Step 9 . Wait for the software to process and import the data for the selected financial year.
Step 10: Repeat the above Steps for each additional financial year you want to upload data for.

To create the format for importing excel data in BUSY, follow these steps:
Step 1: Go to the Administration section then click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the type of voucher that you want to import, such as Sale, Purchase, etc. 
Step 3: After selecting the voucher type, click on the configure button.
Step 4: Create a format for the voucher. Then, map the fields in BUSY as per the columns configured in Excel sheet . You can select the fields from the drop down list and match them with the Excel columns. 
Step 5: After mapping all the columns, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. 
Step 6: Then, click on the Import button and wait for the import process to complete.