How to Import accounts(Masters) In GIDDH.

Giddh allows you to import multiple masters (accounts) at once using an Excel or CSV file. This helps you upload bulk account data quickly instead of creating each account manually.

To begin, log in to your Giddh account. You can access the import option by using the search feature. Click on the Search icon at the top and type Import Master, or use the universal shortcut Ctrl + G (Windows) or Cmd + G (Mac) and search for Import Master.

From the search results, select Import Master. On this page, you will find the option to browse and upload a file from your system. You will also see an option to download a sample Excel or CSV file.

It is recommended to download the sample file first. This will help you understand the correct format in which the data should be entered before uploading. The sample sheet contains different columns that allow you to enter complete account details.

OR

If you already have created the data click on the “Browse file” option to Import.

The sample file includes fields such as:

• Group Name – If the account belongs to a particular group. This is the group name that you want to create under the default parent group

• Account Name – The name of the account.

• Unique Name – If you maintain a unique identifier for the account.

• Parent Name – The main head under which the account should be created.

• State Code, Country Code, and PIN Code – Address-related details.

• Currency – Currency applicable to the account.

• Attention To – If any specific contact person needs to be added.

• Mobile Number and Email Address – Contact details.

• Opening Balance – Enter the opening balance of the account. If the account belongs to a foreign country, you can enter the foreign opening balance accordingly.

• Tax Number – GST number or any applicable tax identification number.

• Bank Details – If applicable, you can also enter bank-related information.
  

If any column is not relevant to you, you may leave it blank.

After filling in the required data in the sheet, save the file. Then return to the Import Master section in Giddh and click on the Browse File option to upload your prepared file.

If you have the heads already provided in the sheet you can uncheck the box or leave it as it is.

After selecting the file click on the next button.

Next step is to map the columns, we need to map the columns as per the head.

if you don’t want to map any column select the “dont map” option.

After mapping hit on “Import button at the top Right”.

After clicking on the Import button, you will be redirected to the import summary page. On this page, Giddh displays the complete details of the file you uploaded.

You will be able to see the total number of records in the sheet, along with the number of successful entries and failed entries. This helps you quickly understand whether all accounts were imported correctly or no.

If some entries fail, Giddh provides an Error Sheet that contains details of the failed records along with the reason for failure. A separate Success Sheet is also available for records that have been imported successfully.

You can download the error sheet by clicking on the Download button. After downloading, correct the errors mentioned in the sheet and save the updated file. Once the corrections are made, you can return to the Import Master section and upload the corrected file again.

This process ensures that all your masters are imported accurately into the system.