Learn How to Export or Import Layouts in SwilERP Software

Export or Import Layouts

How to Export or Import Layouts in SwilERP Software


What is Layout?

The layout means the design or arrangement of something the way it is laid out. Layout is the way different parts of something are arranged. With SwilERP, users can set the layout at their convenience. They can add or remove any columns from the SwilERP software as needed.

This option allows users to export or import layouts for particular transactions easily. For example, you set the transaction's header, grid, and ribbon i.e. MRP, Rate, Tax Rate, Address, and Entry number layout for a particular user, and export it. Then users can import the same layout in software again.

Start with Login in SwilERP dashboard to initiate the process

  1. Go to the System> Import/ Export data> Import Patient Opening balance.
Reference image:

Import Patient Opening balanceSwilERP Dashboard Window

How to Export or Import the Layout

  1. A new window of Import patient opening balance will appear in the next slide.
  2. Go to the Transaction section and click on the Export/ Import Layout option.
  3. Select the Transaction in which you want to export or import the layout.
  4. Tick-mark on the options to include them into format. (i.e. Header, Grid, Ribbon)
  5. If you want set default layout for all transaction, then click on the Set as Default for All option.
  6. Click on the options:
    1. Import: To Import the layout in your system click on this option.
    2. Export: To Export the layout from your software click on this option.
  1. For example: You selected export option to export the layout.
  2. After that, a window will appear to select the File Path to save it.
  3. Enter the File Name and click on the Save option to export the layout format.
As shown in the below-given image:

Export or Import the LayoutImport File Window

  1. After saving the window, your layout format is saved in your selected file path.
  2. The software will redirect you back to the same page.
  3. Click on the Exit button to go back.
Note: To import the layout format, you need to follow the same process. Click on the import option and select the file path where your file is saved, select and open it.

Reference image:

format is savedSystem Maintenance Window

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