- First, create an Excel Sheet and ensure each column has only one type of data. For example, the Party Name column should contain only party names, the GST Number column should include only GST numbers, and so on.
- Open BUSY on your system and open the company where you want to import the data.
- Next, go to the Import Section. Navigate to Administration > Data Export/Import>Import Master/Voucher from Excel. Determine whether to import Masters (like accounts, items, etc.) or Vouchers (like sales, purchases, etc.).
- Now, select the Type of 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).
- Next, configure the Data Import Format.
For Masters: - Choose 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 voucher type you wish 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.
- Now, select the Excel file, sheet number and row numbers where the data starts and ends. Usually, the first row contains headers, so data starts from the second row.
- Once everything is configured, click the Import button. If successful, you’ll receive a confirmation message.
- Next, verify the imported data. Go to the relevant section in BUSY (e.g., Masters > Account List or Transactions > Purchase List) to ensure the data has been imported accurately.
Following these steps, you can import data from Zoho to BUSY Accounting Software, which will help you get started quickly.
