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Data Import and Export
Import and Export data easily with OneHash CRM
Using Data Import
Data Import lets you import records from a CSV/Excel file. To begin importing data, go to: ++Home > Settings > Import Data++ Or go to the Transaction you want to import and click on Menu > Import 1. Inserting New Records Let's say you want to import the list of Customers from your old system into One
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What are Charts of Accounts?
The Chart of Accounts is the blueprint of the accounts in your organization. The overall structure of your Chart of Accounts is based on a system of double entry accounting that has become a standard all over the world to quantify how a company is doing financially. Chart of Accounts is a tree view of the names of the Accounts (Ledgers and Groups) that a Company requires to manage its books of accounts. OneHash sets up a simple chart of accounts for each Company you create, but you can mo
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Chart of Accounts Importer
Chart of Accounts Importer When a new company is created in OneHash CRM, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer. It allows you to create your own Chart of Accounts according to your requirement and import it into the system. Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn't hav
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Using Data Export
Data Export lets you export data from DocTypes to a CSV or an Excel format. After exporting data, you can use the same file to import data using Data Import. To access Data Export, go to: ++Home > Settings > Data Export++ Go to the Data Export DocType. Select the DocType whose data you want to export. Select the file format whether CSV or Excel. Select the fields to export, the red o
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How to download Backups?
Downloading Backups In the OneHash, you can manually download database backup. To get the latest database backup, go to: ++Home > Settings > Download Backups++ Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time. ${color}[#1122bb](By default three latest backups will be available for the download. To change this, click on "
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