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

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