Import Wizard
The Import Wizard helps you migrate data from spreadsheets into Versoll Books. Use it to load customers, suppliers, items, opening balances, and historical transactions.
Key capabilities
Bulk import with validation, error previews, reusable templates, and mapping hints for faster onboarding.
Prepare Your Data
Before importing, clean your spreadsheet to match the required format. Each row should represent a single record.
- Use consistent column names (e.g., Customer Name, GSTIN, Email).
- Remove merged cells and summary rows.
- Format dates as
YYYY-MM-DD. - Ensure numeric fields contain numbers only.
Choose Import Type
Go to Settings > Import Wizard. Select the data type to import such as Customers, Suppliers, Items, or Opening Balances.
Upload the File
Select your CSV or Excel file. The wizard scans the headers and provides a preview of the first 20 rows.
Map the Columns
Match each spreadsheet column to the required field in Versoll Books. Required fields appear with a lock icon.
Validate Data
Run validation to catch missing mandatory fields, invalid GSTINs, or duplicate rows. Errors are highlighted for correction.
Run the Import
Confirm the import. Successful rows are created, while failed rows are logged with reasons so you can correct and re-upload.
Importing Opening Balances
Use the opening balance template for accounts payable, accounts receivable, inventory quantities, and bank balances.
- Make sure totals match your trial balance.
- Import balances before entering new transactions.
- Use a single cutover date for all opening entries.
Once imported, opening balances are locked and can only be changed through adjustment entries.
Error Handling Tips
- Use the error log export to fix issues in bulk.
- Check for duplicate GSTINs or email IDs.
- Ensure referenced items and accounts exist before import.