How do I import data from another accounting system or Excel?
In BUSY you can import Master / Voucher from Excel. Let us understandard in detail.
Steps for Import Master from Excel:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Master from MS Excel option and select the type of master that you want to import, such as Items, Accounts, etc.
Step 3: Here, you need to map the fields in BUSY with the columns in Excel.
Step 4: After mapping all the columns, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file.
Step 5: Then, click on the Import button and wait for the import process to complete.
Steps for Import Vouchers From Excel:
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 Sale, Purchase, etc.
Step 3: 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: Next, 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.
Please refer also document and video tutorials for know more about the import process.