Migrate to Giddh

To import a group using Excel or CSV in Giddh, first log in to your Giddh account.

To quickly search for any option in Giddh, press Ctrl + G (Windows) or Cmd + G (Mac).

Press Ctrl + G (Windows) or Cmd + G (Mac), then search for “Import > Master” to proceed.

Download the sample Excel or CSV file at your convenience 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.
  

If you already have an existing file, simply map the headers with the corresponding Giddh fields.

After preparing the sheet:
Go to Import > Master, click Browse File, select your file, and then click Next to proceed.

Map the fields, click Next, review your data, and then click Import to complete the process.

After importing the file, you will be redirected to the Import Status page, where you can view the status of your import and download the status report if needed.

To import entries using Excel or CSV in Giddh, first log in to your Giddh account.

For quick navigation, press Ctrl + G (Windows) or Cmd + G (Mac) to search for any feature within Giddh.

Press Ctrl + G (Windows) or Cmd + G (Mac), then search for "Import > Entries" to begin the import process.

Download the sample Excel or CSV file at your convenience to use as a reference for formatting your data.

You will find the following columns in the sample 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 Import > Group, click Browse File, select your file, and then click Next to continue.

Review your data, then click Import to complete the process.

After importing the file, you will be redirected to the previous Import page, where you can view the status of your import and download the status report if needed.

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.