What is the process for importing data from Excel to BUSY?.
To import data from Excel to BUSY, you need to first export the data from Excel into an Excel format compatible with BUSY. you can import data from excel to BUSY like Item master, party master, sales, purchase payment receipt vouchers. you can follow these steps:
Step 1: To Import Master Data (e.g., Item or Party): Go to Administration Menu and click on Data Export Import option.
Step 2: under Data Export Import option click on Import Masters from MS Excel option.
Step 3: if you want to import Accounts click on Accounts option.
Step 4: Select required account fields like Account Name, Account Group, Account email, Account address and link with Excel Field.
Step 5: Choose the appropriate Excel file and map the columns in the Excel file to the corresponding fields in BUSY.
Step 6: Select Excel sheet number, starting row no. and ending row no.
Step 6: Finally, click on the Import button to import the data into BUSY.
Step 7: To Import Voucher Data (e.g., Sales, Purchase, Payment, Receipt): Go to Administration Menu and click on Data Export Import option.
Step 8: Click on Import Vouchers from Excel option.
Step 9: Select voucher Type Sales and click on configure format.
Step 10: configure import format. you can check above link https://youtu.be/28h0c9rLTsY?feature=shared
Step 11: Choose the appropriate Excel file and map the columns in the Excel file to the corresponding fields in BUSY.
Step 12: Select Excel sheet number, starting row no. and ending row no.
Step 13: Finally, click on the Import button to import the data into BUSY.