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Migrate to Giddh

Migrate to Giddh

Simple, Seamless, and Efficient

Switching to Giddh is designed to be smooth, intuitive, and hassle-free. Whether you’re transitioning from another accounting software or starting afresh, Giddh empowers you to get started quickly by importing all your key financial records with precision and ease.

You can import:

Trial Balances – Carry over your opening balances to ensure continuity in your accounts.

Journal Entries – Migrate historical entries for better tracking, auditing, and reporting.

Account Groups & Ledgers – Retain your entire chart of accounts structure for consistency and familiarity.

Inventory Details – Bring in product/service data, stock quantities, pricing, and more to manage inventory from day one.

Why Giddh Makes Migration Easy:

🔹 Flexible Import Formats – Upload via Excel or CSV files using pre-defined templates.

🔹 Smart Mapping Tools – Auto-map your old software data to Giddh’s format with minimal manual intervention.

🔹 Error Detection – Instantly flags formatting or mapping issues so you can correct them on the go.

🔹 Assisted Setup – Our support team can help you through the process if you need guidance.

Result:

A fast, reliable, and accurate migration that helps you hit the ground running without disrupting your accounting operations.

Giddh allows you to import sales invoices in bulk using Excel, even without manually creating customers (users) in advance. When you upload the sales invoice sheet, the customer details are automatically created based on the data you provide-streamlining your workflow and saving time.

Step 1: Log in and Use Search for Quick Access

Log in with your registered email ID and password.

Once logged in Giddh, you can quickly search for any module or feature using:

Ctrl + G for Windows or Cmd + G for Mac

Type “Import > voucher > voucher-wise" in the search bar to navigate directly to the invoice section.

OR

Please refer to this link for the Import > Voucher-wise page:

https://books.giddh.com/pages/import/voucher-wise

Step 2: Prepare Your CSV File for Upload

Before importing, you must create a properly structured CSV file. This file will contain the details of your voucher entries such as invoice date, customer name, products, amounts, and tax details.

How to Prepare the File:

  • Download the sample CSV template provided on the Import page to ensure correct formatting


    Open File: voucher-wise-sample.xlsx


  • Open the file in Excel or Google Sheets and fill in the relevant information:

  • Account Unique Name: This is crucial and defines where the data will be mapped. For example, if you're importing payments to a bank, the account unique name should point to that specific bank ledger.

  • Date of the Voucher: The transaction date (must follow the correct date format, usually DD-MM-YYYY).

  • Customer or Vendor Name

  • Product/Service Description

  • Amount and Tax details (GST/IGST if applicable)

  • Narration or Notes (optional but useful for recordkeeping)

Where to Find Account Unique Name:

  • Go to Master → Search → Current Assets (or applicable category)

  • Select the account path such as the name of the bank or party ledger.

  • Copy the Unique Name from the account you want to associate the imported entries with.

  • Once you open the desired account, you will see the Unique Name field associated with it.

Copy this Unique Name – you will need it while preparing your import file (CSV/Excel) so Giddh knows which account to link the entries with.

Click on Bank account.png


Step 3: Upload and Import the Data

Once your CSV file is ready:

  • Go to the Import > voucher > voucher-wise page.

  • Click on the “Browse File” button and select your prepared CSV file from your system.

  • Click on “Import” to confirm the upload.

If successful, the voucher entries will be automatically posted in the Invoices or Vouchers section of Giddh based on the provided date and details.

Select Voucher (Sales).png

How to 'Import Sales Invoice' without Creating User in Giddh
Jul 14, 2025