Auto Mapping Sales Excel sheet data with SUVIT configuration

Learn to use the Auto Mapping option in Suvitโ€™s Bulk Upload for Sales/Purchase. This feature simplifies field mapping for faster, error-free data upload.

๐Ÿค– What is Auto-Mapping in Suvit?

Auto-mapping is Suvit's smart helper! It automatically matches your Excel sheet data to the right Tally fields. Once you map things once, Suvit remembers it for your future uploads.


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๐Ÿชœ Steps for Auto-Mapping


โœ… Step 1: Field Mapping

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  • First, choose whether your data has items or not.

    โ†’ For example, choose Without Item if there are no product details.

  • Here's what youโ€™ll see:

    โ†’ Mapped Fields โ€“ Suvit found a match for these.

    โ†’ Unmapped Fields โ€“ You need to match these with the correct Tally field.

    โ†’ Your Sheet Header โ€“ These are your Excel column titles.

    โ†’ Tally Fields โ€“ These are from Tally. Match them with your data.

    โ†’ Your Sheet Data โ€“ Shows sample values to help you double-check.

โ†’ Click Next to go to GST Mapping.

๐Ÿ›  A โ†’ Use of Configuration
  • In this section, you can also map:

    โ†’ Voucher Date & Number

    โ†’ Party (Buyer or Consignee)

    โ†’ Invoice Date, Lading No., Shipping No., etc.

    โ†’ Even Cost Centres and Dispatch Details

  • How to use Configuration โ€“ Learn More

๐Ÿ’ฐ Step 2: GST Mapping (Tax Ledger)

Suvit will auto-fill this based on your last upload if available!


๐Ÿ”˜ Option 1: Select from Tally (if set to "No")

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โ†’ Choose your Tally GST Ledger from a dropdown.


๐Ÿ“„ Option 2: Select From Excel (if set to "Yes")

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โ†’ Match the column from Excel where GST Ledger Name is written.


๐Ÿงฎ GST Auto Calculation?

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โ†’ If set to Yes, Suvit calculates SGST, CGST, and IGST on its own from Tally settings.

โ†’ Tally uses a rate priority system for GST calculation: Learn More


โœ๏ธ GST Manual Calculation From Sheet

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โ†’ If set to No, Suvit picks GST values from the Excel file.

โ†’ It uses that data to fill duties & taxes and lets you add narrations if needed.

**Note**: SGST, CGST, and IGST Tax Ledgers must be mapped. You can also map the Round-Off Ledger.

๐Ÿ“˜ Step 3: Ledger Mapping

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  • This is where you link other columns like:

    โ†’ Freight Amount

    โ†’ Discounts

    โ†’ Round-off

  • Once done, click Save & Proceed. You're ready to push to Tally!


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  • Want to know how to send data to Tally? Learn More