Learn How to Import/Export Accounts in SwilERP Software

Import/Export Accounts

How to Import/Export Accounts in SwilERP Software


SwilERP has a feature to Import/Export Ledger Groups and Accounts data. With this option, users can Import/Export the data into the excel file, and after exporting the file, you can add and modify previous Account Group names in the excel sheet. 
In this article, we will explain how to Import and Export Accounts. This option is available in the System tab. So follow the easy steps below to understand the Import/Export Ledger Group and Ledger Account process.

Start with Login in the SwilERP dashboard to Initiate the process:

  1. Go to the System tab
  2. Select the Import/Export > Import Patient Opening Balance.

Reference Window:
Import Patient Opening BalanceSwilERP Dashboard Window

  1. How to Import/Export Ledger Groups in next slide:

  1. Go to the Accounts tab.
  2. Select the Ledger Group option to export data.
  3. All Column names will show you, which are already selected.
  4. Click on the Export tab to export the selected Group.
  5. After that a new window will open, select the File Path to save it.
  6. Enter the File Name and Save it.
  7. To Import this file, click on the given Import option, and as in the Export process, a window will appear, select the file which you want to import and click on the Open tab.

Reference Window:
Import and Export Ledger GroupsLedger Group Window

  1. How to Import/Export Ledger Account:

  1. Select the Ledger Account option.
  2. There are given file column options, as per the requirements tick mark in it.
  3. Tick mark in Select All option, if you wants to select all the options.
  4. You can apply a filter in Accounts tab, if required.
  5. Now click on the Export option.
  6. A new window will open select the File Path to save it. 
  7. Enter the File Name and Save it. 
  8. If the user wants to Import the file then click on it, a new window will open select the file of which you want to import, and click on the Open.
  Note: After Exporting the data an excel file will open, you can add new Ledger Group/Ledger Account  or modify in previous  groups.  


Reference Window:
Import and Export Ledger AccountLedger Account Tab Window

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