Help centre
How to do things in SimpleERP
Short, exact articles with the menu path for every step. Start with bringing your data across from the software you use today.
In short
The SimpleERP help centre explains each task step by step. Start with moving your customers, suppliers, products, balances and open bills from a spreadsheet, QuickBooks, Xero or Zoho Books, checked before anything is written.
From your current software
Start with the overview, then follow the article for the software you use today.
7 min read
Migrate to SimpleERP
What to bring from a spreadsheet, QuickBooks, Xero or Zoho Books, what stays in the old system, how to pick the start date and the order the Import data page follows.
Read the article7 min read
From Excel or Google Sheets
Download a template per list, fill it in Excel or Google Sheets, and upload .xlsx or CSV files. Columns match by name and every row is checked first.
Read the article8 min read
From QuickBooks or Xero
Export customers, suppliers, products, the trial balance and unpaid invoices and bills from QuickBooks Online or Xero, and bring them into SimpleERP checked and in order.
Read the article7 min read
From Zoho Books
Export customers, vendors, items, the chart of accounts and open invoices and bills from Zoho Books, and bring them into SimpleERP checked and in order.
Read the article
By kind of data
What each import card expects, how rows are matched and what it posts.
7 min read
Customers and suppliers
The columns, how existing parties are matched, tax number and phone checks, and how each party's opening balance is posted on the cut-over date.
Read the article6 min read
Products and opening stock
The product columns, how tax, units and SKUs are handled, and how opening stock is posted per warehouse at cost on the cut-over date.
Read the article7 min read
Accounts and opening balances
How account types from your old software become SimpleERP accounts, which system accounts are skipped, and how the opening balances journal is matched and posted.
Read the article7 min read
Open invoices and bills
Bring unpaid sales invoices and purchase bills across bill by bill, so collections, payments and ageing continue from your cut-over date.
Read the article6 min read
Employees
Bring your employee list across from a spreadsheet with codes, departments, ID numbers and bank details, ready for salary structures and payroll.
Read the article7 min read
Fix errors and undo
How the import check works, the common errors and their fixes, why a second upload never duplicates masters, and how to undo an import within 30 days.
Read the article
For businesses in India
These pages cover rules and tools that exist only in India.
7 min readIndia
From Tally Prime
Export one Masters XML file from Tally Prime or Tally.ERP 9 and bring ledgers, stock items, opening balances and bill-wise dues into SimpleERP.
Read the article6 min readIndia
From Vyapar
Export parties, items and unpaid sale and purchase reports from Vyapar to Excel, then bring them into SimpleERP with balances dated your cut-over.
Read the article6 min readIndia
From Busy
Export masters and outstanding lists from Busy to Excel, re-save old .xls files as .xlsx, and bring them into SimpleERP with balances dated your cut-over.
Read the article
FAQ
Questions, answered
Can I bring my data from a spreadsheet, QuickBooks, Xero or Zoho Books?
Yes. Settings → Import data reads Excel and CSV files: your own spreadsheets, our templates, and the exports of QuickBooks, Xero and Zoho Books. Start with what to bring and when. In India, it also reads Tally Prime, Vyapar and Busy exports and GST portal downloads.
Does the import bring my old invoices and vouchers?
No. SimpleERP brings customers, suppliers, products, balances on your start date and the invoices and bills still unpaid, bill by bill. Past transactions stay in your old software, which remains your archive.
What if an import goes wrong?
Every file is checked before anything is written, and every problem is listed by row with what to fix. An import can be undone from the same page while nothing has been built on top of it.
Who can import data?
Anyone with the right permission for each kind of data: customers need the customer permission, opening balances need journal permissions, and so on. Owners and Admins can import everything.
Can someone help me move my data?
Yes. Talk to us and we will go through your export on a call. Most businesses finish on their own within an hour using the articles here.
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