Import Account Masters from Excel

YouTube: How to Import Account Masters from Excel in LOGIC ERP Software?

How to Import Account Masters from Excel in LOGIC ERP Software?

This tutorial demonstrates the step-by-step process of importing Account Masters using an Excel file in Logic ERP. It covers configuration setup, establishing an Excel connection, mapping fields, and verifying imported data. By following this process, users can efficiently migrate bulk account data with accuracy and minimal manual effort.

Objective of This Process

Enable Bulk Import of Account Master Data
Reduce manual data entry effort
Ensure Accuracy and Consistency in records
Streamline data migration using Excel

Accessing the Import Utility

Navigate to Utilities → Import Masters/Transactions from External Files.
Click on “Import Masters from External File”

This utility allows importing data from external sources like Excel

Creating Import Configuration

Select Choose Import Configuration: Accounts

Enter a Configuration Name

Click Save

Press Tab to proceed further

Setting Up Excel Connection

Click on Connection
Choose Microsoft Excel as the source

Click on New Connection
Enter a Connection Name

Select the created connection.

Selecting Excel File

Select the Connection Name from the list.
- Go to Microsoft Excel option to define the database file.

Click on Browse to choose the file from your device.
Locate and select the required Excel file.
- Ensure the file is saved in .XLS or .XLSX format.