How to Import CSV in Swil Unify

How to Import CSV in Swil Unify

Step-by-Step Guide to Import CSV Files in Swil Unify


Importing CSV files in Swil Unify makes managing data easier. It lets you upload large datasets quickly and efficiently. This guide offers simple steps to help you import your data smoothly, saving you time and keeping your data accurate.

Step 1: Logging into Swil Unify

  1. Open Swil Unify on your system.
  2. Access the login screen at https://swilunify.com
  3. Enter your registered email address and password.
  4. Click Login to access the dashboard.
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Step 2: Navigating to Received Transactions

  1. After logging in, you'll be directed to the Dashboard.
  2. Locate the Received feature and click on it.
  3. View received transactions such as:
    1. Purchase Invoice
    2. Sales Order
    3. Purchase Challan
    4. Sales Return
  4. Find the Import CSV option and click on it.

Note: You can import CSV data for various transactions, including Purchase Invoices, Sales Orders, Purchase Challans, and Sales Returns. This guide focuses on the Purchase Invoice process, but the steps apply similarly to other transaction types.

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Step 3: Importing CSV Files

  • After selecting Import CSV, a pop-up window will appear. You can:

  1. Drag & Drop your file.
  2. Or select Browse File to open a file selection window.
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  1. If you choose Browse File, navigate to your file location, select it, and click Open.
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  • Click Next to proceed to the mapping stage.
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Step 4: Mapping Fields in the CSV File

  1. The CSV window opens with three available sections:
  1. Transaction Details
  2. Line Items
  3. Value Details
  1. Start with Transaction Details:
  2. Map the relevant information here. (This step needs to be performed only once, after which mappings will be automatically saved.)
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  1. Next, click on Line Items and map the required details.
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  1. Finally, map details under Value Details.
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Step 5: Reviewing and Confirming the Import

  1. Preview the CSV file by clicking the provided preview option.
  2. Click Next to proceed.
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  • Enter the Party Name and click Next to finalize the process.
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  1. Once the file has been successfully imported, the imported data will be displayed on the screen.
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