How to Set CSV Format Definition & Import Purchase Invoice in SwilERP

Set CSV Format Definition & Import Purchase Invoice

How to Set CSV Format Definition & Import Purchase Invoice in SwilERP 


What is a CSV file? 

CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel.

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CSV stands for "comma-separated values". These days most companies are providing purchase invoices as CSV files, and you can also provide CSV files to your customers. We have defined a standard format for CSV files, but many suppliers may also define a different format. We have explained how to import an invoice CSV file from any supplier into the purchase invoice of SwilERP.


In the SwilERP software, there is an option where you can set the CSV format definition. We need to Check Barcode Field And other Columns In the excel sheet which you want to import; after that, we need to save it as CSV File. Follow the below easy steps to set the CSV format definition and Import/Export the transactions:

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

  1. First of all, you will see how to set the CSV format definition:
  1. Go to the System.
  2. Select Import/Export > Import Patient Opening Balance.
Reference Window:
SwilERP Dashboard Window

  1. How to Set CSV Format Definition in the next appearing window: 

            Over here, we need to map the fields of the CSV file to SwilField, as shown in the below image.
  1. Firstly, go to the Others tab.
  2. Select the Format Name from the drop-down list; with this, the Import File Path will also be entered, or you can select the file path.
  3. In Separated By, enter comma (,).
  4. After that, you can view the Map field, Swil field, or other columns that will automatically file.
  5. To Save the window, click on it.

      Note: In LineID, select a Header for Invoice number and Invoice Date. Others SwilField selects as a Detail in LineID.

Reference Window:
Others Tab Window

  1. Now, how to Import the Purchase transaction:

           Over here, after set the CSV format definition to Import transactions, you have to follow below steps:
  1. Now, go to the Transaction section and click on Import Transaction. 
  2. Go to the CSV Others option and select the file format in which you want to import the file. (Only the CSV file can import into SwilERP Software) 
  3. Select the Transaction name as Purchase Invoice from the drop-down list. 
  4. The Entry number will automatically fill according to the transaction series. 
  5. Select the Vendor Name from the drop-down list.
  6. If you want to update the Tax Rate, select it from the Tax Type column.
  7. If you want to update the Scheme Discount Type, select it from this column.
Reference Window:


  1. A pop-up will open when you click on the Set Import Parameters option.
  2. Tick mark in Add Master, Sale Rate, and Trade Rate options. ( By doing this, whatever new product will be there in this file, will be added to the product master)
  3. To save these parameters click on "Ok".

Reference Window:
         
Set Import Parameters
  1. Now click on the Ok button to import the file.
  2. After that, a new window for selecting a file path will appear on the next slide. 
  3. Please select the file and Open it. 
Reference Window:

file path


  1. While choosing the file, a Link ID window will appear on the next slide. 
  2. In which Details of the Product are shown on the screen. 
  3. Press OK. 
Reference Window:

Link ID


  1. After selecting all the details, Purchase Invoice Imported Successfully, and this message will appear. 

Reference Window:

Purchase Invoice Imported Successfully

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