How to Export or Import Resources Data in SwilERP Software

Export or Import Resources Data

How to Export or Import Resources Data in SwilERP


Basic Information

An employee is someone who gets paid to work for a person or company. Workers don't need to work full-time to be considered employees. Similarly, the person who works for a business or company is called an employee. With SwilERP, users can easily export or import the employee's department, qualification, designation, and guest user excel file. Users can maintain their employee data and import or export the excel file via this option.

With this option, users can export the blank templates from the software and update them into the software through the import option. This feature saves time and allows us to import already entered data in other software or Excel.

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 Data

  1. The next slide will appear a new Import patient opening balance window.
  2. Go to the Resources section and click on the Employee, Department, Qualification, Designation, and Guest User.
  3. For example, you selected the Employee option.
  4. Click on the Export option to export the data in excel format.
Reference image:

Export or Import the DataResources Window

  1. While 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.
Reference image:

Path and enterFile Export Window

  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.
  3. Click on the Open option to import the file.
Reference image:

Open optionFile Import Window

  1. After that, you will get a "File Has Been Imported Successfully'' message.
  2. Press OK to continue.
Note: Follow the above-given process to export or import the Department, Qualification, Designation, or Guest User data through SwilERP 
      
Reference image:

File Has Been Imported SuccessfullySuccess Message Window

      • Related Articles

      • How to Export/ Import Master data

        How do exporting/importing master data in SwilERP (RetailGraph)? In RetailGraph, you have the feature to export the master data to excel sheets. You can export blank template files for master data creation using the Export/Import Master Data option ...

      • Export Tally Data from SwilERP (RetailGraph) & Import it into Tally

        How to Export Tally Data from SwilERP (RetailGraph) & Import it into Tally This article explains how to export tally data from SwilERP and import data in Tally. Basic Information In SwilERP, there is a feature to export master & voucher data for the ...

      • Export or Import Bank/ Credit Card Type/ Currency Data

        How to Export or Import Bank/ Credit Card Type/ Currency Data in SwilERP Basic information You can add a Bank Account in SwilERP to track your transactions. It helps you to obtain automatic bank feeds. You can reconcile vouchers and bank account data ...

      • Export/Import Vouchers

        How to Export/Import Vouchers in SwilERP (RetailGraph) Software Vouchers are used to process current accounting entries, allocations, and corrections for which other means of entry into the financial system are unavailable. In SwilERP, we have a ...

      • Export/ Import Cheque Format

        How to Export/ Import Cheque Format in SwilERP (RetailGraph) SwilERP has a feature for exporting & importing cheque book as business requires. Every business requires Cheque books from multiple banks to do transactions, and handling those Cheques ...