How to Import Data from Excel into eCount ERP

Last updated Jun 23, 2026

đź“Ą Overview

eCount ERP allows you to import master and voucher data directly from an Excel file. This feature is accessed through the Data Utility and works for accounts, products, invoices, GST entries, bank transactions, journal vouchers, and more.

🔧 How to import data from Excel

  1. Open the Utility menu and select Data Utility > Import.
  2. On the Master/Voucher selection screen, choose the type of data you want to import (e.g., Account, Product, Sales Invoice, Purchase Invoice, GST Expense Entry, Bank Payment, etc.).
  3. Upload your Excel file. If you have a predefined template, select it; otherwise the first worksheet (Sheet1) is chosen automatically. To use a different sheet, select the desired sheet from the drop‑down list.
  4. Click Next to move to the Column Mapping stage.
  5. Map each Excel column to the corresponding eCount field. The first row of your file is shown as a sample to help you verify the mapping.
  6. After mapping, click Next to see the Preview screen. Review the data that will be imported.
  7. For master data (Account, Product, etc.) you will be asked whether to Overwrite old data. Tick Yes if you want existing records with the same name to be updated.
  8. If everything looks correct, click Save & Close to complete the import.

đź’ˇ Tips

  • Prepare a consistent Excel template to avoid repeated mapping.
  • Use the preview window to correct any mistakes before saving.
  • Credit limit, opening balance, and stock quantity can be updated through the same import process by including those columns in the Excel file.

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Frequently asked questions

To import product stock, select Product on the Master/Voucher screen, upload an Excel file that contains a Stock column, map the Excel Stock column to the eCount Stock field, review the preview, and then click Save & Close. The stock values will be applied to the corresponding products.

Product import karva mate, Utility → Data Utility → Import kholvo, “Product” select karo, Excel file upload karo (template hovu joie), column mapping ma Excel na column ne eCount na product fields sathe map karo, Preview ma data check karo ane “Save & Close” dabavo.

To import party balances, select the Account (or Party) voucher type. Ensure that the Excel file contains a Balance column. During column mapping, map the Balance column from Excel to the Balance field in eCount.

In the Preview screen, set the Overwrite Old Data option to Yes so that the balances of existing parties are updated. Finally, click Save & Close to complete the import process.

To import product stock, select the Product voucher type. Ensure that the Excel file contains a Stock column. During column mapping, map the Stock column from Excel to the Stock field in eCount.

In the Preview screen, verify the data carefully. If you want to update the stock of existing products, enable the Overwrite Old Data option. Finally, click Save & Close to complete the import process.

To update the credit limit for all parties, select the **Account** import option. Ensure that the Excel file includes a **Credit Limit** column. During column mapping, map the **Credit Limit** column from Excel to the **Credit Limit** field in eCount.

In the Preview screen, set the **Overwrite Old Data** option to **Yes** so that the credit limits of existing parties are updated. Finally, click **Save & Close** to complete the import process.

To migrate data from your old software to eCount ERP, first export the required data from the old software and save it in Excel format. Then, in eCount ERP, go to **Utility → Data Utility → Import** and select the appropriate **Master** or **Voucher** type (such as Account, Product, Invoice, etc.).

Upload the Excel file and map the Excel columns to the corresponding fields in eCount. In the Preview screen, verify the imported data carefully. If you want to update existing records with the same details, enable the **Overwrite Old Data** option. Finally, click **Save & Close** to complete the import process.

Any old data can be brought into eCount by exporting it to Excel first. Then follow the standard import steps: Utility → Data Utility → Import, choose the correct Master/Voucher type, upload the Excel file, map columns, preview, and finally Save & Close. Ensure the Excel columns match eCount fields and use the overwrite option if you need to replace existing records.

Quick info

Category
Accounting
Type
Article
Difficulty
Beginner
Updated
Jun 23, 2026

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