Import data templates

Export module-specific Excel templates from their screens, edit offline, and re-import through Import → Import Data.

Prerequisites

• Source data already in the client for the module you are exporting
• Company and FY selected

Steps

Step 1: Export from module

1. Open the target module (for example Trial Balance → Ledgers).
2. Use the grid Export action to download the template workbook.

Step 2: Import revised file

1. Go to Import → Import Data (or the Import Data entry under Import).
2. Select the module type matching your file.
3. Upload the updated workbook and submit.

Data overwrite

Import replaces existing module data for the scope defined in the template. Back up exports before bulk changes.

Related links

• Import from Excel
• Ledgers
• Stock items

Troubleshooting

Symptom	Likely cause	Resolution
Column errors	Edited headers removed	Do not change header row names
Partial import	Wrong module selected	Match template type to import form

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.