Create bulk ledger in Suvit

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Create Ledgers in Bulk

Step 1: Login

• Sign in to Suvit here.

  After clicking on the dashboard, click on "Explore Now" for Data Entry Automation, which will open the Data Entry Automation page.

  

Step 2: Bulk Upload

• Go to Bulk Upload > Ledger. On the Ledger page, click on Download Sample to download an Excel sheet.

  

  

Step 3:

• Open the downloaded Excel sheet, fill in the required details (Name & Under are mandatory), and save it.

  

Step 4:

• Go back to the Ledger Page, attach the file by clicking "Click to upload", and then hit the upload button. You will receive an error log if any ledger fails, along with the reason.

Step 5:

• After uploading, you will be directed to the Mapping Field Page. Map the fields from the Excel sheet and then click on Save & Proceed.

  Important:

  • To pull party data directly from the GST portal, select the GST Field and click on "GST MAPPING".
  • Choose the name as per "Trade Name" or "Business Name" from the Which name would you prefer to use for ledger creation? section, as shown below:

  

  

Step 6:

• After clicking Save & Proceed, you will get a popup showing an error if there are any issues with the sheet. You can either view the error on the pop-up or Download the Excel error ledger log to check the issues.

  

Step 7:

• Download the Excel error ledger log and scroll to the right to view the "failed reason" column.

  

Step 8:

• Go back to the Ledger Transaction Page, select the record you want to import, and click Save.

  

  

Step 9:

• Click on the right-side option "Send to Tally". A popup will appear. Click OK to continue or Cancel to stop.

  

  

Step 10:

• After receiving the popup "Your data process has been completed", check those ledgers in Tally. You will find that the ledger masters have been created in your Tally.