# Import Account Masters from Excel

**YouTube:** [How to Import Account Masters from Excel in LOGIC ERP Software?](https://www.youtube.com/watch?v=es_JWvzUs1I)

## 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.

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### **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

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### **Accessing the Import Utility**

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

<figure><img src="/files/jqk6L0voTSvXTdNf1PUb" alt=""><figcaption></figcaption></figure>

* This utility allows importing data from external sources like Excel

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### **Creating Import Configuration**

* Select **Choose Import Configuration: Accounts**

<figure><img src="/files/52PyTSY6GR1dIeEfrCOm" alt=""><figcaption></figcaption></figure>

* Enter a **Configuration Name**

<figure><img src="/files/rL6m9rzQQvUNReKNC1qd" alt=""><figcaption></figcaption></figure>

* Click **Save**

<figure><img src="/files/ZoeRg2Qw4dzZv4DyB6wy" alt=""><figcaption></figcaption></figure>

* Press **Tab** to proceed further

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### **Setting Up Excel Connection**

* Click on **Connection**
* Choose **Microsoft Excel** as the source

<figure><img src="/files/xGfvlNl3WPNVyV63vwDj" alt=""><figcaption></figcaption></figure>

* Click on **New Connection**
* Enter a **Connection Name**

<figure><img src="/files/HYPPGmnLa611d5K2Ytvb" alt=""><figcaption></figcaption></figure>

* Select the created connection.

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### **Selecting Excel File**

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

<figure><img src="/files/sVsMQuWHEUU4dgb6wBxS" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/P7oanS4sabIB8wpfKTmi" alt=""><figcaption></figcaption></figure>

* Confirm the selection to proceed further.

<figure><img src="/files/jXIeHJKAFnKgTF0wC44X" alt=""><figcaption></figcaption></figure>

* Click **Save**
* The selected sheet will be added under the connection.

<figure><img src="/files/5nzOR4BX5o7GcX9SEO0P" alt=""><figcaption></figcaption></figure>

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### **Choosing Data Source**

* Select the **Data Source Sheet**

<figure><img src="/files/nyWox1NwZ5RomkNC01z4" alt=""><figcaption></figcaption></figure>

* Required columns will be displayed for selection
* Choose relevant columns for **Account Master Import**

<figure><img src="/files/iTIMnUETWDnULbWplzH7" alt=""><figcaption></figcaption></figure>

* Click **Refresh Required Fields**

<figure><img src="/files/u1n5uSjUk6OI3OvV7OIl" alt=""><figcaption></figcaption></figure>

***

### **Mapping Excel Columns with Software Fields**

* Perform **External Column Mapping**
* Match:
  * Excel columns → Software fields

<figure><img src="/files/UpawTD4X5Jw0wb52lVLD" alt=""><figcaption></figcaption></figure>

* Ensure:
  * Accurate and logical mapping
  * No mismatch in field types

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### **Saving Configuration**

* Click **Save** after mapping
* Configuration will be stored for execution

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### **Validating Data Before Import**

* Click **Refresh** to preview data

<figure><img src="/files/BS7usINVmn5nhvHI7GuP" alt=""><figcaption></figcaption></figure>

* Verify:
  * Correct column alignment
  * Valid and complete data
  * No incorrect or missing entries

<figure><img src="/files/SaoAQEfmTBgAmTKpG8hE" alt=""><figcaption></figcaption></figure>

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### **Executing the Import**

* Click **Save** to start import process
* Wait for **confirmation message**

<figure><img src="/files/ez6zn9afxuRJMF9RwAdz" alt=""><figcaption></figcaption></figure>

* Accounts will be imported successfully

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### **Verifying Imported Data**

* Navigate to **Main Menu → Setup → New Account**

<figure><img src="/files/VhT9xXGa9nenH7BEXb43" alt=""><figcaption></figcaption></figure>

* Check:
  * Imported account entries
  * Accuracy of details
  * Proper reflection of Excel data

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### **Key Benefits of Excel Import**

* Saves time in **bulk data entry**
* Minimizes **human errors**
* Ensures **structured data migration**
* Easy to configure and reuse

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### **Final Outcome**

* Account masters are **successfully imported**
* Data reflects **exact Excel values**
* System is updated with **accurate and ready-to-use records**


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