Excel & CSV Data Importer
Onboard existing customer outstanding balances or historical invoices with automatic duplicate detection.
Upload Your Excel / CSV File
Selected Mode: Mode B (Opening Balances)
Test One-Click Excel Onboarding Demo
Instantly parse sample wholesaler outstanding data into the database for quick demonstration.
Smart Duplicate Detection Matching Rules:
- Hard Match: Matched by 15-digit GSTIN or Invoice Number within company.
- Secondary Match: Matched by 10-digit Customer Phone Number.
- Name Matching: Customer name checked for similarity warnings ("Possible duplicate found").