Migrate to Giddh

To 'import group' through excel or CSV in Giddh first, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search import > group import

Download the sample excel or CSV at your convenience

There are 4 columns in the sheet 

Name* - This is the group name that you want to create under the default parent group

Unique name - If you want to provide any unique name of your group so add it. It is optional.

Parent Group Name* - This group name should be one from the Giddh default groups

Description - If you want to add any description for your information.

*If you have an existing file then Just map the header with the Giddh fields*

After preparing the sheet 

Go to the import > Group > Browse File > Select File > Next 

Map the field > Next > Review your data > Import

After importing the file it will redirect you to the previous import page at which you will be able to see the status of your import and download the status file as well.

To ‘Import Entries through excel or CSV  in Giddh, first, log-in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac). 

Press Ctrl+G/ Cmd+G and search import > Entries

Download the sample excel or CSV at your convenience.

There are 17 columns in the sheet 

Date, Debit Account Name*, Debit Account Unique Name, Credit Account Name*, Credit Account Unique Name, Voucher Type, Amount, Converted Amount, description, TAX Rate / TAX Unique Name, Other TAX / Other TAX Unique Name, Discount, Item Name, Quantity, Unit, Invoice Number, TAX Inclusive.

After preparing the sheet. Go to the import > Group > Browse File > Select File > Next 

Map the field > Next

Review your data > Import

After importing the file it will redirect you to the previous import page at which you will be able to see the status of your import and download the status file as well. 

For going back to the import click on import files button. 

To ‘Import Trial Balance’ through excel or CSV in Giddh, first, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search import > Trial Balance Import

Download the sample excel or CSV at your convenience

There are 3 columns in the sheet: 

Account Name* 

Credit 

Debit

After preparing the sheet, go to the import > Group > Browse File > Select File > Next

Map the field > Next

Review your data > Import

After importing the file it will redirect you to the previous import page at which you will be able to see the status of your import and download the status file as well. 

For going back to the import click on the import files button. 

To import accounts through excel or CSV in Giddh, first, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search import > account import

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Download the sample excel or CSV at your convenience

There are 24 columns in the sheet such as:

Group Name* - This is the group name that you want to create under the default parent group

Name* - If you want to provide any unique name of your group so add. It is optional

Unique Name - This group name should be one from the Giddh default groups

Attention to - If you want to add any description for your information. 

Country code, State Code, PIN code, GST Number, Address, Mobile code, Mobile Number, Email, Opening Balance Type, Foreign Opening Balance, Description, Is Composite, Party Type, Bank Name, Account Number / IBAN, IFSC Code, Beneficiary Name, Branch Name, Swift Code. 

After preparing the sheet, go to the import > Group > Browse File > Select File > Next

Map the field > Next  

Review your data > Import

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After importing the file it will redirect you to the previous import page at which you will be able to see the status of your import and download the status file as well.

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To 'import group' through excel or CSV in Giddh first log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search import > group import

Download the sample excel or CSV at your convenience

There are 4 columns in the sheet 

Name* - This is the group name that you want to create under the default parent group

Unique name - If you want to provide any unique name of your group so add it. It is optional.

Parent Group Name* - This group name should be one from the Giddh default groups

Description - If you want to add any description for your information.

*If you have an existing file then Just map the header with the Giddh fields*

After preparing the sheet 

Go to the import > Group > Browse File > Select File > Next 

Map the field > Next > Review your data > Import

After importing the file it will redirect you to the previous import page at which you will be able to see the status of your import and download the status file as well.