How to import Masters from MS Excel in Busy

 Import Master utility helps you import existing data from Excel sheet  to BUSY. Thus, it provides you the facility of not entering the masters information already entered Excel sheet again to BUSY. For example, if you maintain information related to accounts and items in an excel sheet then to work in BUSY you do not have to add these masters in BUSY. You can simply import the data from the Excel sheet that contains the relevant information.

To import masters, Utilities menu provides the Import Masters option. To use the option, click Administration > Utilities > Data Export Import > Import Masters from MS Excel

On clicking the Import Masters from MS Excel option , following options are displayed:

·Items

·Accounts

Items

Items option allows you to import Item masters. On clicking the Items option, an Import From Excel window appears.

Accounts

On clicking the Accounts option an Import From Excel window appears. 

All the data fields of Import From Excel window are grouped into seven groups. The groups are:

·Specify Import Options

oAdd New Master

oModify Existing Master

·Connect Fields of BUSY and Excel

oAccounts Field - The option displays the list of all existing data fields that appear at the time of adding a new Account master. Select from the list the fields that you want to import. For example, if you want to import account name then select the option Account_Name from the Account Fields option.

oExcel Field - The option displays all the names of the columns in the Excel sheet. Select the column name that has the data pertaining to the field selected in the Account Fields option. For example, name of the accounts are stored in column 'A' of the Excel sheet then you have to select 'A' from the Excel Field option.

· Fields as Connected

oAccounts Field

oExcel Fields

·Specify Default Values for Addition of New Masters - In this group only Parent Group option appears.

oParent Group - Parent Group is a mandatory data field while adding a new Account master in BUSY. At the time of import of data if you do not import Parent Group information then you have to specify a default Parent Group from the existing ones in BUSY. Thus, this data field gets activated when you do not select Acc_Group data field from the list of Account Fields data field that appear in the Connect Fields of BUSY and Excel group. In such a case specify a default Parent Group for the accounts being imported.

·Key Field For Modification of Master

oKey Field

·Excel Details

oExcel File Path

oExcel Sheet

oStarting Row

oEnd Row

·Save Current Configuration while Importing

 

·After you have entered the necessary details click the Import button to import data.  If you do not want to import data then click the Quit button.