Manage your Data Export in AntMyERP

 

AntMyERP allows you to easily import large amounts of data into the system using Excel, saving time and reducing manual entry.

To get started, go to the Settings icon on the left-hand menu. Once you click it the menu icons will change. Select Import and you’ll see a list of all available data types that can be imported such as Leads, People, Products, Customers, Customer Branches, Customer Contacts, Outstanding Payments, Suppliers and more.

To import customer data, click on Customer. Here, you’ll find an option to Download Sample File. Always download this sample file before uploading data as it contains the correct format and required fields.

Open the sample Excel file and fill in the details including Company Name, Nickname, Company Type like Private Limited, LLP, etc., Address, Pincode, Email, Mobile Number, Landline, Category, PAN Number and GST Number. Once all details are entered then save the file.

Next, click Upload, attach your filled Excel file, and the data will automatically get imported into the system. Once uploaded then you can view the imported records directly within AntMyERP.

The same process applies for other categories such as Vendors, Leads, or Products. Simply download the respective sample file, fill in the data and upload it. This eliminates the need to enter each record manually.

With AntMyERP’s import feature, you can efficiently upload large datasets in one go ensuring accuracy and saving hours of repetitive work.