Import Data

Bringing your accounting data to Giddh is quick and easy. Simply arrange it in the prescribed Excel or CSV format and upload it to Giddh. Whether it is inventory information, names of groups and accounts, or records of Trial Balance or anything else, it can be moved to Giddh in a few simple steps. In short, to move your data to Giddh, download a sample file to your computer, adjust your accounting information in that format, and upload it back to Giddh.

Note: Remember that you must follow a hierarchy while uploading accounting information to Giddh. You must first upload groups, then accounts, then the inventory, and then entries. When you upload information about groups, all the details in the document should be about groups only. However, if you don’t want to go through this process, then you can directly upload the Trial Balance.

Groups

A Group can contain one or more accounts and one or more sub-groups. These are used to organize your accounting information under meaningful categories. Sub-groups can further contain more sub-groups and accounts.

For example, on Giddh, you get a pre-created parent group ‘Current Liabilities’. Under this group, there are two pre-created sub-groups (1) Duties and Taxes and (2) Sundry Creditors. These sub-groups contain accounts and more sub-groups under them. This way, you can organize your information in a meaningful way that can help you and your team work together.

Giddh provides you an easy to create format for organizing your accounting data and uploading to Giddh.


Here are the steps to organize the data and upload it to Giddh accounting software:

  1. On the Import page, click on the Groups tab.
  2. Options for downloading prescribed formats and uploading your data appear on screen. To see how the format (Excel or CSV) works, click on either of the download links.
  3. The desired format downloads to your computer. For example, if you click on the ‘Download a sample Excel file’, the following Excel file downloads to your computer.
  4. As you can see, the information must be arranged according to parent groups that come predefined on the Giddh website. Here are the details of the columns in this file:

Name: These are the names of the sub-groups. You can enter them as per your accounting data.

Unique Name: The unique name is either defined by you or automatically generated by Giddh. It is not a mandatory field though. If you do not provide a unique name, it will be created automatically when you upload the file.

Parent Group Name: These groups are predefined on the portal.

Description: Add a description to each of the items if you want to. The description is additional information about the groups.

Once you have organized the information in the given format, upload it to Giddh. For this, use one of the following ways:

Click on the Browse button and follow the process or,

Drag and drop the intended file in the Import Groups window (See image in step 2).

In the same way, you can download a CSV (comma-separated value) format, arrange your data in it, and upload the file to Giddh.

Since accounting is a science and art at the same time, Giddh allows you the flexibility of creating sub-groups under the parent groups. Get in touch with our Customer Support Team to know more.


Accounts

Accounts are created under groups and they generally represent a ledger. An account is the last piece in the hierarchy with Groups being at the top. For example, for Liabilities, you can have several accounts like Salaries payable, Interest payable, Rent payable, and Other Accrued Expenses. Similarly, for Assets, you can have several accounts like Investments, and Accounts Receivables.

Here are the steps to organize the data and upload to Giddh website:

  1. On the Import page, click on the Accounts tab.
  2. Options for downloading prescribed formats and uploading your data appear on screen. To see how the format (Excel or CSV) works, click on either of the download links. 
  3. The desired format downloads to your computer. For example, if you click on the ‘Download a sample Excel file’, the following Excel file downloads to your computer.
  4. As you can see, the information must be arranged according to parent groups that come predefined on Giddh. Here are the details for some of the mandatory fields:

Group Name: These groups are predefined on the portal. You can create new ones as well and add them here as per your requirement.

Name: These are the names of the accounts. You can enter them as per your accounting data.


Columns marked with an asterisk sign are mandatory. It is necessary to enter information in these columns.

Once you have organized the information in the given format, you can upload it to Giddh. For this, use one of the following ways:

Click on the Browse button and follow the process or,

Drag and drop the intended file in the Import Accounts window (See image in step 2).


In the same way, you can download the CSV (comma-separated value) format, arrange your data in it, and upload it to Giddh.


Inventory

Inventory management is about keeping track of your stock, their state (manufactured, under process, etc.), warehousing, availability, transfer, and other things. The ultimate purpose is to never run short of stock or raw material at the last moment. With Giddh, you can keep an exact record of the units available for sale, units under manufacturing, units in the warehouse and so on. By staying on top of this information, you can make informed decisions and grow your business. You can bring your current inventory information to Giddh in a few easy steps.

Here are the steps to organize your accounting data and upload it to Giddh:

  1. On the Import page, click on the Inventory tab.
  2. A page opens with options for downloading sample files in Excel or CSV format. Click on either of the download links. This page can also be reached by going to the Import page and then clicking on the Inventory option. 
  3. The desired format downloads to your computer. For example, if you click on the ‘Download a sample Excel file’, the following Excel file downloads to your computer.
  4. As you can see, the information must be arranged according to parent groups that come predefined on the Giddh website. Here is information about some of the columns:

Stock Name: These are the names of the stocks. You can enter them as per your accounting data.

Stock Unique Name: The unique name is either defined by you or automatically generated by Giddh. It is not a mandatory field though. If you do not provide a unique name, it will be created automatically when you upload the file.

Stock Group Name: These groups are created on the portal by you. It is not a mandatory field, but it is advisable to assign stocks to groups.

Columns marked with an asterisk sign are mandatory. It is necessary to enter information in these columns.

Once you have organized the information in the given format, you can upload it to Giddh. For this, use one of the following ways:

Click on the Browse button and follow the process or,

Drag and drop the intended file in the Import Inventories window (See image in step 2).


Entries

Entries refer to the postings you make in the ledgers. Each entry gives details of a particular transaction, like name of vendor/customer, date of entry, amount, quantity or volume of product, and so on.

Here are the steps to organize your accounting data and upload it to the Giddh accounting software:

  1. On the Import page, click on the Entries tab.
  2. A popup window with options for downloading prescribed formats and uploading your data appears on screen. To see how the format (Excel or CSV) works, click on either of the download links. 
  3. The desired format downloads to your computer. For example, if you click on the ‘Download a sample Excel file’, the following Excel file downloads to your computer.
  4. As you can see, the information must be arranged according to parent groups that come predefined on the Giddh website. Here are the details of some of the mandatory columns:

Entry Date: The date for which the entry was made.

Debit Account Name and Credit Account Name: These are the names of the accounts. You can enter them as per your accounting data.

Unique Name: The unique name is either automatically generated on the website or defined by you. It is not a mandatory field though. If you do not provide a unique name, it will be created automatically when you upload the file.

Columns marked with an asterisk sign represent mandatory fields. It is necessary to enter information in these columns.

Once you have organized the information in the given format, you can upload it to the website. For this, use one of the following ways:

Click on the Browse button and follow the process or,

Drag and drop the intended file in the Import Entries window (See image in step 2).


Trial Balance

Here are the steps to organize your accounting data (Trial Balance) and upload it to the Giddh accounting software:


  1. On the Import page, click on the Trial Balance tab.
  2. A popup window with options for downloading prescribed formats and uploading your data appears on screen. To see how the format (Excel or CSV) works, click on either of the download links. 
  3. The desired format downloads to your computer. For example, if you click on the ‘Download a sample Excel file’, the following Excel file downloads to your computer.
  4. As you can see, the information must be arranged according to parent groups that come predefined on the Giddh website.

Account Name: These are the names of the accounts. You can enter them as per your accounting data.

Credit: These are the details of payments made to the account.

Debit: These are the details of payments received from the account.

Columns marked with an asterisk sign represent mandatory fields. It is necessary to enter information in these columns.

Once you have arranged the information in the given format, you can upload it to the website. For this, use one of the following ways:

Click on the Browse button and follow the process or,

Drag and drop the intended file in the Import Trial Balances window (See image in step 2).


Headings