How to Export/Import All Customers (Debtors) Party List in Excel Format in SwilERP

Start with Login in the SwilERP dashboard to initiate the process:

1. Firstly, go to the Options menu.
   
2. Select Export/Import Data option.
   

SwilERP Window

1. A new window of 'Export/Import Data' will appear on the next slide.
   
2. Go to the Others section.
   
3. Now click on the Customer to export/import.
   
4. After clicking on the customer tab, here Customer Columns will appear, where the user can select the column as per their requirements.

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Export/Import Data Window

1. Select the required fields from the Customer Columns in which you want to export and import the data.
2. Here is given Select All option; you can tick-mark on it to choose all fields. (when If you want to Export/Import all columns)
3. Users can also apply a Filter from the Customer tab.
4. After selecting columns, click on the Export option to export the selected fields.
5. And to import a file click on the Import option.

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Export/Import File

1. Suppose you click on the Export option, a new window for selecting a path will appear on the next slide.
   
2. Choose the Path and enter the Name of the file to save it.
   
3. Click on the Save option, and an Excel file will automatically open in your system.

Select Path To Save File

1. While you click on the Import option, a new window for selecting a path will appear on the next slide.
   
2. Choose the Path where your document is saved and then select the File Name which you want to import.
3. Click on the Open option to import the selected file.
   

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Select File to Import

1. After that, you will get a "File Has Been Imported Successfully" message.

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Successful Message