Introduction.
The process of migrating the data can be tedious and painful. However, switching over to Bukku isn't the case. Bukku provides an import function allowing you to easily migrate existing information into the system.
These are the key files that you need to migrate to Bukku:
Contacts - Your list of customers, suppliers, and employees.
Products - Your list of product and services.
Accounts - Your existing Chart of Account.
Opening Balance.
Important Notes.
Avoid removing the header lines in the template file.
Do not rearrange the order of the columns.
You may upload up to 1,000 data in a single file, split into multiple files if you are importing more.
Your data will be updated if the data already exists in your Bukku Online account.
Read and follow the Instruction for import ( Contacts, Products, Accounts, and Opening Balances) in the excel template (eg: Instruction for Import -Contacts).
Importing your Contacts to Bukku.
1. Navigate to Contacts > +New [...] > Import
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2. The Import Contacts screen appears. Download the template by clicking on the template file.
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3. Once the file has been downloaded to your computer, open the excel file. |
4. Fill in the template with all the necessary data by copying or keying in manually.
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5. Go back to your Bukku account, and upload the file by clicking on the Click to Upload. Select your excel file to upload.
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6. You can view your uploaded contacts before proceeding to upload by clicking on View.
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8. Once confirmed, click on the Import Record.
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9. Once uploaded, Bukku would return to the main page of the Contacts and all the relevant information can be found on the Contacts page. |
Importing your Products & Services to Bukku.
1. Navigate to Products & Services > +New [...] > Import |
2. The Import Products screen appears. Download the template by clicking on the template file.
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3. Once the file has been downloaded to your computer, open the excel file. |
4. Fill in the template with all the necessary data by copying or keying in manually.
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5. Go back to your Bukku account, and upload the file by clicking on the Click to Upload. Select your excel file to upload.
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6. You can view your uploaded products before proceeding to upload by clicking on View.
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8. Once confirmed, click on the Import Record.
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9. Once uploaded, Bukku would return to the main page of the Products and all the relevant information can be found on the Products page. |
Importing your Accounts to Bukku.
1. Navigate to Accounting > Charts of Accounts > +New [...] > Import Accounts The Import screen appears. Download the template by clicking on the template file / Chart of Accounts.
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2. Once the file has been downloaded to your computer, open the excel file. |
3. Fill in the template with all the necessary data by copying or keying in manually.
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4. Go back to your Bukku account, and upload the file by clicking on the Click to Upload.
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5. Select your excel file to upload. Once uploaded, review if there are any errors under Lines with Errors.
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6. On the same page, scroll down to the Updated Chart of Accounts section. Review the account you imported.
Notes: All new accounts will be highlighted as New. All updated accounts will be highlighted as Update.
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8. Once confirmed, click on the Update. Once uploaded, Bukku would return to the main page of the Chart of Accounts and all the relevant information can be found on the same page. |
Importing your Opening Balance to Bukku.
1. Navigate to Accounting > Charts of Accounts > +New [...] > Opening Balance.
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2. Click on the Import Opening Balances.
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3. The Import screen appears. Download the template by clicking on the template file.
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4. Once the file has been downloaded to your computer, open the excel file. |
5. Fill in the template with all the necessary data by copying or keying in manually.
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6. Go back to your Bukku account, and upload the file by clicking on the Click to Upload.  |
7. Select your excel file to upload. Once uploaded, review your data and click on Save.
Note: Make sure the total Debit and Credit are balanced.
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8. If you have an amount under the Account Receivable and Account Payable, the system will ask you to enter the list of Invoices and Purchases Bills.
Note: Make sure the total Invoices are tally with the Account Receivable. Make sure the total bills are tally with the Account Payables.
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9. Once done, click on Save. Bukku would return back to the main page of the Chart of Accounts and all the relevant information can be found on the same page. |