Importing Master Data from Excel

Importing master data from Excel allows you to set up ERP ERP quickly and efficiently. This guide explains the process for importing data accurately.

1. Navigate to the 'Settings Module' and select 'Data Import.'
2. Download the template file for the type of data you want to import (e.g., customers, products).
3. Fill in the template with your data and save it in the required format (e.g., .xlsx or .csv).
4. Upload the completed file and map the fields to ensure proper data alignment.
5. Review the imported data and confirm the process.
6. Verify the data in the relevant module to ensure successful import.

• Navigate to the 'Settings Module' and select 'Data Import.'
• Download the template file for the type of data you want to import (e.g., customers, products).
• Fill in the template with your data and save it in the required format (e.g., .xlsx or .csv).
• Upload the completed file and map the fields to ensure proper data alignment.
• Review the imported data and confirm the process.
• Verify the data in the relevant module to ensure successful import.