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.

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.

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.

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.