How to Import Data From myBillbook to BUSY Software

This guide will walk you through the process of importing data from myBillbook to BUSY accounting software using Excel. Importing data saves time, reduces errors, and improves efficiency by eliminating the need for manual data entry.

Follow these simple steps to ensure a smooth data import from myBillbook to BUSY.

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    1. First, create an Excel Sheet and make sure each and every column comprises only one type of data. For example, the Party Name column should have only party names, the GST Number column should contain only GST numbers, and so on.
    2. Open the BUSY Accounting Software on your machine and open the company where you want to import the data.
    3. Next, go to the Import Section. Navigate to Administration > Data Export/Import>Import Master/Voucher from Excel. Decide whether to import Masters (like accounts, items, etc.) or Vouchers (like sales, purchases, etc.).
    4. Now, select the data you want to Import. For instance, if importing Masters (e.g., Party, Item), select the relevant master type or select the relevant voucher type if importing Vouchers (e.g., Purchase, Sales).
    5. Next, configure the Data Import Format.
      For Masters:
      • Determine whether to add new records or modify existing ones.
      • Map each column in your Excel sheet with the corresponding field in BUSY. For example, map the Party Name column in Excel to the Account Name field in BUSY.
      For Vouchers
      • Select the type of vouchers you want to import (e.g., Purchase).
      • Map the Excel columns to the relevant fields in BUSY, such as Voucher Date, Voucher Number, Party Name, Item Name, etc.
    1. Now, select the Excel file and specify the sheet number and the row numbers where the data begins and ends. Typically, the first row contains headers, so data starts from the second row.
    2. Once everything is configured, click the Import button. You’ll receive a confirmation message that the data import was successful.
    3. Lastly, verify the imported data. Go to the relevant section in BUSY (e.g., Masters > Account List or Transactions > Purchase List) to make sure the data has been imported correctly.

    Following these steps, you can quickly import data from myBillbook to BUSY Accounting Software, saving time and effort.

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