Upload & Download Masters in Swil Admin
How to Upload & Download Masters in Admin Portal
After updating database settings in Swil Admin, data is automatically uploaded to RetailGraph. However, if the created masters do not appear in either Swil admin or RetailGraph, the user can manually upload and download them. The process is simple and involves following a set of steps to ensure the smooth and efficient transfer of data between the two platforms.
Start with login in RetailGraph dashboard to initiate the process
- Go to the Options menu of RetailGraph software.
- Here you will see Upload Masters to Admin Portal and Download Masters from Admin Portal options.
Reference image:
For example, if you've created a user master on admin portal & it will not show in RetailGraph software. Then you can manually download the user master from the given option.
- Click on the Download Masters from Admin Portal option to download the data.
- A pop-up notification window will appear to Continue the process.
- Press Yes to continue.
Reference image:
- It will take some time to download the masters according to your data.
- After that, Done Successfully notification appears.
Note: You can follow the same process to Upload Masters to Admin Portal from the given option.
|
|
Related Articles
Integrate Swil Unify with SwilERP
How to Integrate Swil Unify with SwilERP Swil Unify is a platform that facilitates secure and easy sharing of transactions between businesses. It allows you to upload your transactions and easily share and receive them. Swil Unify retrieves ...Sent Transactions With Swil Unify
Effortless Transaction Sending with Swil Unify With Swil Unify, users can conveniently send transactions shared by the SwilERP System. Here are the transactions you can send: Sales Invoice Purchase Order Sales Challan Purchase Return Note: When you ...Received Transactions in Swil Unify
How to Receive Transactions With Swil Unify Receiving Transactions with Swil Unify With Swil Unify, users can conveniently receive transactions shared by the SwilERP System. Here are the transactions you can receive: Purchase Invoices Sales Orders ...Swil Unify's Reporting Feature
Utilizing the Reports Feature of Swil Unify Welcome to the Swil Unify platform where you can conveniently access shared and received transaction reports and download them as needed. This article will guide you through viewing and downloading a report ...Creating a New User in Swil Unify
Step-by-Step Guide: Creating a User in Swil Unify Create New User in Swil Unify is a tool for admins to add new people to Swil Unify. They fill in user details, set permissions, and possibly send notifications. It's important for smoothly bringing ...