How to Export/Import Vendors (Sundry Creditors) in Excel in SwilERP (RetailGraph)

Export/Import all Vendors (Creditors) party list

How to Export/Import Vendors (Sundry Creditors) in Excel in SwilERP (RetailGraph)


In SwilERP Software, the user can easily Export and Import the Ledger accounts and balances of the vendors and can also modify & print the ledgers as per their requirement. To export/import Creditors or Vendors List in Excel format, the user needs to follow the below steps:

 

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

  1. Go to the Options menu > Export/Import Data.
Reference Image:
SwilERP Dashboard Window

Process to Export/Import the Vendors List:

  1. Next Export/Import Data window will appear.
  2. Go to the Others tab and select Vendors option.
Reference Image:
Vendor Tab
  1. After clicking on the Vendor tab, Vendor Columns will appear, where the user can select the columns per their requirements.
Reference Image:
Vendor Columns
  1. Select the required fields from the Vendor Columns whose data you want to export and import.
  2. Here is also given the Select All option; if you select it, all columns' data will export.
  3. Users can also apply a Filter from the Vendor tab.
  4. After selecting columns, click on the Export option to export the selected fields.
  5. And to import the file, click on the Import option.
Reference Image:
Filter/Export/Import Options
  1. Suppose you click on the Export option; a new window for selecting a path will appear on next slide.
  2. Select the Path and give the File Name to save it.
  3. Click on the Save option, and an excel file will automatically open in your system.


Reference Image:

Export File
  1.  After following the above steps, the user can view the Creditors List will get exported in excel format.
Reference Image:
Exported Excel File

  • With the help of this window, users can easily import an Excel sheet of the Vendor list.

  • Click on the Import option, and a new window for selecting a file will appear on the next slide.

  • Choose the path where your document is saved, and select the file that you want to import.

  • Click on the Open option to import the selected file.

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

Reference Image:
Successful Message

After following the above steps, the creditors' list will be exported and imported in excel format.

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