Frequently Asked
Questions

Q: I want to transfer customer data from BUSY to another application. What is the process to do this?

To transfer customer data from BUSY to another application, you would need to export the data from BUSY in a compatible format, such as CSV or Excel. Then, you can import this exported data into the other application using their import functionality. Make sure to map the fields correctly during the import process to ensure the data is transferred accurately.

Q: I'm unable to change my email password; it keeps saying incorrect password. How can I reset it successfully?

Please find below mention steps for generate new id password:- Step 1:- Login Email Step 2:- Settings Step 3:- All settings Step 4:- Other google account settings Step 5:- Securities, generate password for app select other and enter BUSY and then generate password copy and paste password in BUSY email configration. By following above mention steps email will send successfully

Q: How can i set email in party master to pick mail id automatic while send mail ?

To add email address in account master , you need to follow the given steps: Step 1: Go to administration and then click on master menu Step 2: Then click on account tab then choose modify tab Step 3: Select the required account master then mention the email address in account email field and save the master.

Q: Why am I getting an error message saying "connection failed" when trying to connect BUSY to email?

The error message "connection failed" when trying to connect BUSY to email could be due to issues with the SMTP server or incorrect email settings. It is recommended to check the email settings, ensure the SMTP server is correctly configured, and verify the internet connection. If the issue persists, contacting the customer support team for further assistance would be advisable.

Q: How do I know if my email is configured correctly in BUSY?

To know if your email is configured correctly in BUSY, You can follow the below steps Step 1. Open Company with Super User. Step 2. Go to Administration Step 3. Click on E-mail Configuration. Step 4. Select Test Account Settings, and a pop-up will confirm that the email has been sent successfully, indicating that your email configuration is correct.

Q: How can I diagnose problems with sending email from BUSY?

To diagnose problems with sending email from BUSY, you can check the email configuration settings in the software. Make sure that the correct email address and SMTP server details are entered. Additionally, check if any antivirus or firewall settings are blocking the email sending process. You can also try sending a test email to confirm if the issue is resolved.

Q: How can I configure email in BUSY?

To configure email in BUSY follow below steps: Step 1: Go to administration menu then select configuration option. Step 2: Then select email configuration now mention the smtp server name, email id in username, app password generated thourgh gmail id. Step 3: Then mention the your name in from and mention your mail id in reply to option then click on save button.

Q: Why isn't my email formatting (header and footer) being applied?

Steps to follow for apply the email header and footer in BUSY. Step:1 Go to the administration option. Step:2 Select configuration and then email configuration. Step:3 Navigate to the right end side of the screen you will find email header and email footer option configure according to your needs. Step:4 And the last step to save the configuration.

Q: I am unable to send emails from Bizzy to customers. How can I resolve this issue?

If you are not able to send email from BUSY please check email configration properly. Please follow below mention steps for check email configration:- Step 1:- Administration Tab Step 2:- Configration Step 3:- Email Configration, check SMTP server details and id and generate password for BUSY app from google settings then securities set generate password and enter in BUSY.

Q: How do I configure the accounting software to send automated emails to clients?

For sending automatic email after saving invoice please follow below mention steps:- Step 1:- Administration Tab Step 2:- Voucher series configration Step 3:- Sales, select series of voucher and then click on right side voucher series configration option Step 4:- enable option Send email after saving. After enable option when save bill ask for send email option

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Dealer Complaint/Issues

I want to transfer customer data from BUSY to another application. What is the process to do this?

To transfer customer data from BUSY to another application, you would need to export the data from BUSY in a compatible format, such as CSV or Excel. Then, you can import this exported data into the other application using their import functionality. Make sure to map the fields correctly during the import process to ensure the data is transferred accurately.

I'm unable to change my email password; it keeps saying incorrect password. How can I reset it successfully?

Please find below mention steps for generate new id password:-
 Step 1:- Login Email
 Step 2:- Settings
 Step 3:- All settings
 Step 4:- Other google account settings
 Step 5:- Securities, generate password for app select other and enter BUSY and then generate password copy and paste password in BUSY email configration.
 By following above mention steps email will send successfully

How can i set email in party master to pick mail id automatic while send mail ?

To add email address in account master , you need to follow the given steps: 
 Step 1: Go to administration and then click on master menu 
 Step 2: Then click on account tab then choose modify tab 
 Step 3: Select the required account master then mention the email address in account email field and save the master.

Why am I getting an error message saying "connection failed" when trying to connect BUSY to email?

The error message "connection failed" when trying to connect BUSY to email could be due to issues with the SMTP server or incorrect email settings. It is recommended to check the email settings, ensure the SMTP server is correctly configured, and verify the internet connection. If the issue persists, contacting the customer support team for further assistance would be advisable.

How do I know if my email is configured correctly in BUSY?

To know if your email is configured correctly in BUSY, You can follow the below steps
 Step 1. Open Company with Super User.
 Step 2. Go to Administration
 Step 3. Click on E-mail Configuration.
 Step 4. Select Test Account Settings, and a pop-up will confirm that the email has been sent successfully, 
 indicating that your email configuration is correct.

How can I diagnose problems with sending email from BUSY?

To diagnose problems with sending email from BUSY, you can check the email configuration settings in the software. Make sure that the correct email address and SMTP server details are entered. Additionally, check if any antivirus or firewall settings are blocking the email sending process. You can also try sending a test email to confirm if the issue is resolved.

How can I configure email in BUSY?

To configure email in BUSY follow below steps:
Step 1: Go to administration menu then select configuration option.
Step 2: Then select email configuration now mention the smtp server name, email id in username, app password generated thourgh gmail id.
Step 3: Then mention the your name in from and mention your mail id in reply to option then click on save button.

Why isn't my email formatting (header and footer) being applied?

Steps to follow for apply the email header and footer in BUSY.
 Step:1 Go to the administration option.
 Step:2 Select configuration and then email configuration.
 Step:3 Navigate to the right end side of the screen you will find email header and email footer option configure according to your needs.
 Step:4 And the last step to save the configuration.

I am unable to send emails from Bizzy to customers. How can I resolve this issue?

If you are not able to send email from BUSY please check email configration properly. Please follow below mention steps for check email configration:-
 Step 1:- Administration Tab
 Step 2:- Configration
 Step 3:- Email Configration, check SMTP server details and id and generate password for BUSY app from google settings then securities set generate password and enter in BUSY.

How do I configure the accounting software to send automated emails to clients?

For sending automatic email after saving invoice please follow below mention steps:-
 Step 1:- Administration Tab
 Step 2:- Voucher series configration 
 Step 3:- Sales, select series of voucher and then click on right side voucher series configration option 
 Step 4:- enable option Send email after saving.
 After enable option when save bill ask for send email option

Frequently AskedQuestions