How to Upload and Map a Groww Purchase Excel Sheet in Suvit

Learn how to properly format, map, and upload your Groww Purchase Excel Sheet into Suvit. This guide covers removing unwanted data, date formatting, field mapping, and enabling the Order Number for seamless purchase entry automation. πŸš€

πŸ” Overview

  • This guide will help you format your Groww Purchase Excel Sheet and upload it to Suvit including mapping the Order Number

πŸ“ Preparing the Excel Sheet

Step 1 - Remove Unwanted Data

1.png

  • Delete unnecessary data from the Groww Excel sheet before proceeding.

Step 2 - Date Formatting

2.png

  • Select Date Column -> Go To Data -> Text to Column

3.png

  • Select Fixed Width -> Click Next

4.png

  • Click to Divide the Data as per the image -> Click Next

5.png

  • Select Date -> Click Finish

Step 3 - Add Required Details

βœ… Before saving, add:
6.png

  • Party Name: Add clients name
  • Purchase Ledger : Add Purchase ledger name
  • For example: Purchase (Groww) ledger added in Purchase ledger coulmn

πŸ’Ύ Save the Excel Sheet.


πŸ“€ Uploading the Purchase Sheet in Suvit

Step 3 - Upload the Excel Sheet

  • Login to Suvit.
  • Click on Explore Now under Data Entry Automation.
  • Select Purchase and click on Bulk Upload.
  • Select and upload the prepared Groww Excel sheet.

Step 4 - Enable Order Number (If Required)

  • Open the Purchase Sheet in Suvit.

7.png

  • Go to Configuration β†’ Order Details -> Enable Order Number

  • And Save the settings


πŸ”„ Mapping Process

Step 5 - Field Mapping

  • Map all necessary details under Field Mapping.

8.png

  • Click Next.

Here is the formatted table based on Groww data:

Excel Sheet HeadingMapped Column in Suvit
Stock nameName of Item
ISINSupplier Invoice No.
TypePurchase Ledger
QuantityQuantity
PriceRate
Exchange Order IdOrder No(s)
Execution date and timeDate
Party NameParty A/C Name
  • This table correctly maps the given fields to Suvit’s column structure while maintaining the format.

Step 6 - GST Mapping

βœ… No changes required Changes can be done if required.

  • Here we have taken Default Settings

9.png

  • Duties and Taxes are mandatory to map
  • Click Next

Step 7 - Ledger Mapping

  • Map other charges such as Stamp Duty, Brokerage Charges, etc., if required.
    10.png

  • Use dropdown -> Search & Select desired ledger name

  • Click Save & Proceed.


βœ… You have successfully uploaded the Groww Purchase Excel Sheet with Order Number & Order Date! πŸŽ‰