• Using Data Import

  Data Import lets you import records from a CSV/Excel file. To begin importing data, go to: ++Home Settings Data 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 intPopular

• 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 Export Data ++ 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 redFew readers

• What are Charts of Accounts?

  Chart 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 yoSome readers

• Chart of Accounts Importer

  Chart of Accounts Importer When a new company is created in OneHash CRM, the Chart of Accounts is created by default with a pre-set structure. However, if you have your Chart of Accounts, you can import it using the Chart of Accounts Importer. It allows you to create your Chart of Accounts according to your requirement and import it into the system. Any existing Chart Of Accounts against that company will be overwritten. Ensure the company you are selecting doesn't have any pre-existinSome readers

• How to download Backups?

  Downloading Backups In OneHash, you can manually download database backup. To get the latest database backup, go to: ++Home Settings Download Backups++ Backup available for downloading is updated 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 download. To change this, click on "Set Number of BacSome readers