Importing and exporting accounts
Bring your parties and ledgers in from a spreadsheet, or take them out — on one calm page that matches your columns for you.
Your accounts (parties and ledgers) can be brought in from a spreadsheet or taken out to one — all from a single page. Open Masters → Account → Import / Export. It has two tabs: Import (bring accounts in) and Export (take accounts out). You never have to type your whole ledger list by hand.
Bringing your accounts in
- 1
Choose your file
On the Import tab, drag your Excel or CSV onto the box, or click to pick it. Just exported it from Busy, Tally, Vyapar, or your own Excel? Upload it as-is — you don't need to rearrange the columns first.
- 2
Let it match your columns
Each of your columns is matched to the right account detail and marked Matched, Likely, or Please check. You only need to look at the ones marked Please check, and pick the right detail from the small dropdown next to them.
- 3
Import and read the result
New accounts are added, and accounts you already have are updated — but only for the columns you mapped, and never with a blank cell. When it finishes you'll see how many were added, updated, unchanged, or skipped, with a short reason for anything that needs a look.
What the columns mean
| Column | What it's for |
|---|---|
| Account Name | The party or ledger name. The only column you must map — it's how each account is found or created. |
| Group Name | The account group it belongs to, such as Sundry Debtors or Bank Accounts. |
| GST No. / PAN No. | The party's tax numbers, kept exactly as you type them. |
| Mobile / Email / Contact Person | How to reach the party. |
| Opening Balance / Side | The balance carried forward and whether it's a debit (Dr) or credit (Cr). |
| Your custom fields | Any extra fields your organisation has set up for accounts are matched too. |
Only the Account Name is required
Everything else is optional, and a blank cell simply means “leave this as it is” — an empty cell never overwrites a detail you already have. Use Download template for a ready-made starting sheet with the right column titles and one example row.
Taking your accounts out
Switch to the Export tab, choose All accounts or By group, pick the columns you want with Edit columns, then press Export to Excel to download the file.
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