How to ‘Import Group’ through excel or CSV
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.
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.
.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.
.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.
