How To Import Data in RetailGraph through CSV File?

Import Data in SwilERP (RetailGraph) through CSV

How to Import Data in SwilERP (RetailGraph) Software through CSV File                 




In SwilERP, we can import a purchase invoice through a CSV file. An Example of a CSV file is given below.


RetailGraph

We need to Check Barcode Field And other Columns In excel Sheet after that we need to save it as CSV File

As Following Images:


CSV File


After that, we need to go to Start-->Option-> Export import Data -> Others- CSV Format Definition.

Over here, we need to map fields of CSV file to SwilField as shown the below image.


CSV Format Definition.


As can be seen in the above image, Format Name has been set as‘REDTAPE’ and Import File Path has been set as well. After saving this file, one needs to come to the transaction In Export Import Data.

Over here in Import Transactions, one needs to check the ‘CSV Others’ field and in the Transaction field,’Purchase Invoice’  needs to be selected. There is one more field called ‘Range’, series of the purchase invoice must be selected in this. The vendor must be selected and ‘Add Master’ and ‘Import Barcode’ fields are needed to be checked as shown in the below image.


Export Import Data
We need to click on Ok
 and select the CSV file from the path.
​
Ok and select the CSV file


We need to check out that product and color are being mapped properly.

Retailgraph

After clicking on ok, the file gets imported successfully and in the purchase invoice, one can see the invoice which has been imported as shown the below image.


purchase invoice






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