Import data into BUSY. Process and formats?
In BUSY can import Master / Voucher from Excel. Let us understandard in detail.
Steps for Import Master from Excel:
Step 1: Open BUSY and select the company you want to work with. Then, 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. Then, click on the Import button and wait for the import process to complete.
Steps for Import Vouchers From Excel:
Step 1: Open BUSY and select the company you want to work with. Then, 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: After selecting the voucher type, click on the configure button and create a format for the voucher. 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 4: After mapping all the columns, 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.
You can also Export one company's data and import in another company by using the XML option.