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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.

Importing groups via Excel or CSV in Giddh helps you streamline setup and eliminate the need for manual group creation. Whether you're migrating from another accounting system or updating your current chart of accounts, Giddh makes it easy to bring in multiple groups in one go.

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 or Click on the search bar at the top right corner to search.

Type “Import > Entries" in the search bar to navigate directly to the invoice section.

OR

Please refer to the following link to access the Import page:

https://books.giddh.com/pages/import/master


Step 2: Prepare the Import File

You need to create an Excel or CSV file or you can also download the sample format provided on the import page for reference.

  • Name*: Enter the name of the group you want to create. This will be created under a default parent group.

  • Unique Name (Optional): You can assign a unique identifier for the group, if needed.

  • Parent Group Name*: Select a parent group from Giddh’s default group list.

  • Other Options: You can fill in additional details as per your requirements.

Click to Download sample file.png

Step 3: Upload the File

  • Go to Import → Master in your Giddh account.

  • Click on "Browse File" and upload your prepared CSV or Excel sheet.

  • Click Next to begin mapping fields.

Click to Download sample file (1).png

Step 4: Field Mapping

  • Review each field mapping line-by-line.

  • Match your Excel column headers (e.g., Group Name, Parent Group) to the appropriate Giddh fields.

  • If a field is not relevant, you may choose to skip it.

  • Once everything looks correct, click Import.

Click on Import (1).png

Step 5: Verify Import Status

After import, you will be redirected to the Import Status page, where you can:

  • Check the status of your upload.

  • See how many records were successfully imported.

  • Download the error sheet report in case of any errors or entries got failed.

Add a little bit of body text.png

How to ‘Import Group’ through excel or CSV
ImportGroupImportGroupthroughCSVinGiddhImportinGiddhImportDatainGiddhMaster
Jul 17, 2025

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 or Click on the search bar at the top right corner to search.

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 or Excel 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 or excel template provided on the Import page to ensure correct formatting

    Open File: to_be_imported_sale_one (1).xlsx - Sales.csv



  • 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 CSV or Excel file Data

Once your CSV or Excel file is ready:

  • Go to the Import > voucher > voucher-wise page Or Import > Voucher > account-wise.

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

  • Click on “Next” 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

Step 4: Import Data

  • Review your CSV or Excel file to ensure all columns are correctly mapped as per the sample format.

  • Make sure the Customer Unique Name is accurate and matches the ledger in Giddh.

  • Once verified, click on the Import button to upload the data.

  • The imported invoices will appear in the Invoice section with the respective dates and customer details.

Click on Import.png

Step 5: View Imported Entries in the Invoice Section

Go to the Invoice section in your Giddh account or click the search icon at the top-right corner of the screen and type “invoice”

In this section, you can:

  • See all the entries that were added through the Csv Or Excel file.

  • Verify customer names, products, amounts, dates, and other details.

  • Make sure all data has been imported correctly.

How to 'Import Sales Invoice' without Creating User in Giddh
Jul 17, 2025