Bulk Upload for Sales and Purchases [Premium Only]

Bulk Upload for Sales and Purchases [Premium Only]

Bulk Upload allows users to easily submit and create multiple sales and purchases entries by uploading a excel file of the transaction data. This function is especially efficient for users with high transactional volume.

Transactions that users will be able to import are:

Purchase: Purchase Order, Bill, Debit Note

Sales: Quote, Sales Order, Invoice, Credit Note

*Important notes:

• You will not be able to import payment information for sales and purchases in the bulk upload.
• Make sure you use our import template (Can be download by clicking on the sample file link).
• Do Not amend the original template columns.
• Do Not add formulas in the columns.
• Ensure all items/accounts are exactly the same as created on Financio.

Here are the steps on how to perform a bulk upload of your sales & purchases data. 

Bulk Upload for Purchases

1. Click on the import button within the Purchases module.

2 .Next, click on Select File > Select the Excel file you wish to import> Continue

3. You will see a notification window showing the status of the upload.  

Bulk Upload for Sales 

1. Click on the import button within the Sales

2. Next, click on Select File> *Select the Excel file you wish to import> Continue

3. You will see a notification window showing the status of the upload.