How To Import Data in RetailGraph through CSV File?

Importing Purchase Invoices in SwilERP through CSV File

How to Set CSV Format & Import Data in SwilERP

What is a CSV File?

A CSV (Comma-Separated Values) file is a simple format used to store table-like data, such as spreadsheets. It can be opened in programs like Microsoft Excel.

Many companies now share purchase invoices in CSV format. In SwilERP, you can set a CSV format definition to match supplier files and then import them into the software.

Step 1: Log in to SwilERP

  1. Go to Options > Export/Import Data.

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SwilERP Dashboard Window

Step 2: Set CSV Format Definition

In the next window, you need to map the CSV fields with SwilERP fields.
  1. Go to the Others tab.

  2. Select the Format Name from the drop-down (the import file path will auto-fill, or you can select it manually).

  3. In Separated By, enter a comma ( , ).

  4. Check the mapping of CSV fields with the corresponding Swil fields.

  5. In LineID:

    1. Select Header for Invoice Number and Invoice Date.

    2. Select Detail for all other fields.

  6. Click Save to store the format.


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CSV Format Definition Window

Step 3: Import Purchase Transactions

Once the CSV format is defined, follow these steps to import purchase invoices:

  1. Go to the Transaction section and click Import Transaction.

  2. Select CSV Others and choose the file format (only CSV files are supported).

  3. From the drop-down, select Purchase Invoice as the transaction type.

  4. The Entry Number will auto-fill based on the transaction series.

  5. Choose the Vendor Name from the drop-down.

  6. (Optional) Update the Tax Rate from the Tax Type column.

  7. (Optional) Update the Scheme Discount Type if required.

Reference Image:

Import Transaction Window

Step 4: Set Import Parameters

  1. Click on Set Import Parameters. A pop-up window will appear.
  2. Tick the options for Add Master, Sale Rate, and Trade Rate.

    • This ensures that any new product in the CSV file will be automatically added to the Product Master.

  1. Click OK to save the parameters.

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Import Parameters Window

Step 5: Import the File

  1. Click OK to start the import.
  2. A new window will open to select the file path.

  3. Choose your CSV file and click Open.


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  • While selecting the file, a Link ID window will appear.
  • Here, the product details from the file are displayed.

  • Review the information and click OK.


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  • After confirming all details, the system will import the file.

  • A message will appear: “Purchase Invoice Imported Successfully.”


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