For importing Customer/Supplier from Busy, your data must be in Excel format and the Excel configuration must be in the format as required by Book Keeper. Follow below steps:
- Download the sample format of Customer masters from Book Keeper with below steps:
Go to Tools > Import Customer/Supplier from Excel > Download Sample Excel File
A sample file will be downloaded on Desktop (import_customers.xls). You need to copy Customer data from Busy to this Excel file. Below is the sample format:
- How to configure columns in BUSY for exporting Customers Account ?
Follow the below steps to configure Columns:
Administration > Masters > Accounts > List > Screen > Configurable(Alphabetical) > Group of Accounts > Select Group(Sundry Debtors/Creditors)
This will display list of all customers in BUSY. To add additional columns, follow below steps:
Select Fields > Select the required columns which will be export from BUSY. The required fields are given in below screenshot:
NOTE: In the above screenshot the opening balance selected with Dr & Cr in separate columns. But in Book Keeper format there is a single column for opening balance, so you have to manually define Cr. Value with (-) Symbol in Excel sheet for customers.
- Save the above option and then click on Export button to export all Accounts with additional columns to an Excel file. Below Excel file is generated:
- Copy all the columns one by one and paste in Book Keeper sample file (import_customers.xls) then Import data in Book Keeper with below steps:
Tools > Import Customer/Supplier from Excel > Select Import Type > Select your Excel file > Start Import.
Note : For the Import Suppliers (Sundry Creditors) process is same as above.