ERPNext Accounting(Open Source):Data Import from Excel & CSV-Part 04-How to Import Accounting Journal Entries from CSV & Excel File

Simple demo on How to Import various data from Excel & CSV in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Part 01 of the Article:

“https://medium.com/free-or-open-source-software/erpnext-open-source-data-import-from-excel-csv-part-01-how-to-import-sales-quotation-from-csv-6a842d9fc62f

Part 02 of the Article:

“https://medium.com/free-or-open-source-software/erpnext-crm-open-source-data-import-from-excel-csv-part-02-how-to-import-leads-from-csv-excel-6f4e2e8783c4

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how you can import various data in ERPNext from Excel or CSV File.

Step 01: Click on Import data

Step 02: Click on add data Import.

Step 03: Choose Document type Journal Entry.

Step 04: Click on save.

Step 05: Choose your file location.

Step 06: Choose your file and Click on Upload.

Step 07: Click on Upload.

Step 8: Click on Start Import.

Step 9: Go to home page.

Step 10: Click on Accounting.

Step 11: Click on Journal Entry.

Step 12: Open Journal Entry.

Step 13: Verify the Data uploaded from Excel or CSV.

Step 14: Click on Submit.

Step 15: Click yes.

Step 16: Entry will saved.

Here is screencast on How to Import Accounting Journal Entry from Excel & CSV in ERPNext Accounting.

Stay Tuned for Next part.