Question

How to import data into BUSY from Excel/CSV?

Answer

In BUSY, we can import data of Masters and Transactions from Excel/CSV
Pls Follow the Below Steps for Masters Import Process :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: Then Import Masters from MS Excel
Step 4: Then Select Items or any other master as per your requirement.
Step 5: Cick on New Masters, If masters are not in BUSY and If we click on Existing Masters then it will do modification as per your requirement.
Step 6: Select the required field and excel column then move it to the Field as connected by clicking on arrow.
Step 7: Mention the Excel Sheet path and import it.
Pls Follow the Below Steps for Vouchers Import Process :
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Vouchers from Excel
Step 4: Select the required 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 and it is done on chargeable basis direct from Company end and from the Channel Partner.

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