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 from the Options menu. Do the required changes and import the data back into RetailGraph. You can open these template files in excel, enter your master data and then import these files back into RetailGraph. This feature saves a lot of time and allows us to import already entered data in other software or Excel.
To Export or Import the data first you must have excel in your system, do follow the below-mentioned process.
- Go to the Options section from the RetailGraph dashboard.
- Then, click on the Export/Import Data.
- Transaction
- Inventory
- Locations
- Accounts
- Resources
- Others
- To export the data in an excel file, select the master from given options.
- In the same way, importing the data from the excel sheet choose the master from above options.
For example:
Please click on the Product from the Inventory ribbon, and you will get the
same screen displaying the list of fields to export/import. Now select the required fields in which you want to export and import the data and click on the Export/ Import tab.
- It will automatically open the excel sheet with exported data that you can save on your computer.
- To import the data, you can choose a saved file from your computer, and it will automatically update the master data from the selected excel sheet.
Note: Follow the same process for every master i.e. customer, vendor, locations, transactions, users, etc to export and import data.