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Data Import and Export

Move data in and out of MyBooks using bulk import (for contacts, items, and transactions) and full backup/restore features.

Importing Data (Data Upload)​

Use Data Upload to bring in large amounts of data from spreadsheets — ideal when setting up MyBooks for the first time or migrating from another system.

Supported Import Types​

  • Contacts (Customers & Vendors)
  • Items (Products & Services)
  • Transactions (Invoices, Bills, etc. — check the template for supported fields)

How to Import​

  1. Go to Settings > Data Upload.
  2. Select the Data Type (e.g., Contacts).
  3. Click Download Template to get a sample spreadsheet with the correct column headers.
  4. Fill in your data in the template. Do not rename or remove any columns.
  5. Save the file and click Upload File in MyBooks.
  6. Map columns if needed — confirm that MyBooks has matched your columns correctly.
  7. Review the preview for any validation errors (e.g., missing required fields, invalid formats).
  8. Click Confirm Import. MyBooks imports valid rows and shows a summary of any skipped rows with reasons.

Tips for a Successful Import​

  • Keep GST Treatment values consistent with what the app expects (e.g., "Registered", "Unregistered").
  • For Contacts with both Customer and Vendor roles, set the Contact Type to "Both".
  • HSN/SAC codes for items should be numeric strings (no spaces).
  • Date fields must be in the DD-MM-YYYY format.

Backup and Restore (Data Management)​

Data Management lets you create a full backup of your entire business data and restore it if needed.

Creating a Backup​

  1. Go to Settings > Data Management.
  2. Click Export Backup.
  3. MyBooks generates a ZIP file containing all your data.
  4. Download and store the file in a safe location.

We recommend taking a backup before any major data operations (bulk imports, large deletions, etc.).

Restoring from a Backup​

  1. Go to Settings > Data Management.
  2. Click Import Backup / Restore.
  3. Upload the ZIP file from your backup.
  4. Confirm the restore. This will overwrite your current data — use with caution.

Exporting Reports​

You can also export individual reports to Excel or PDF:

  • Open any Report from the Reports module.
  • Click Export and choose the format (Excel or PDF).

This is different from a full backup — it exports only the report data, not the underlying records.