How to Import Master Data from Excel in Tigg?

Import Master Data in Tigg

Nikesh Shrestha

Last Update vor 3 Monaten

Import Customer List 

  • In Tigg software, navigate to Configurations.
  • Go to Import / Export.
  • Select Customer for type of document you want to upload.
  • Select action i.e. Create New Records or Update Existing Records
  • Click Next

  • Drag Customers List here or Click to upload, to import your Customer list. 

(Download Customer Template gives template to upload new customers & Download Full Customers List (.xlsx) gives you existing record list to make necessary change and reupload it)
  • Click CONFIRM UPLOAD or REUPLOAD NEW FILE to complete the process or redo the above step.
Valid records and data with errors are shown after the file is uploaded.
FieldDescriptionData TypeRequired?
CodeA unique identifier assigned to  Customers.GeneralYes, if Manual numbering is On
Customer Name**Name of the customerGeneralYes
Contact GroupGrouping of customers based on certain criteria.GeneralYes
Phone NoTelephone number of the customer.GeneralNo
Emailemail address of the customerGeneralNo
AddressAddress of the customer.GeneralNo
PANPAN (Permanent Account Number) of customersGeneralNo
Credit LimitMaximum amount of credit extended to the customer.NumberNo
Credit TermPeriod within which the customer is expected to settle their dues.GeneralNo
Opening BalanceInitial balance owed by or to the customer at beginning of the accounting period.NumberNo
Opening Balance TypeSpecifies whether the opening balance is a debit or credit balance.General (DR/CR)No

Import Supplier List

  • In Tigg software, navigate to Configurations.

  • Go to Import / Export.
  • Select Supplier for type of document you want to upload.
  • Select action i.e. Create New Records or Update Existing Records
  • Click Next
  • Drag Supplier List here or Click to upload, to import your Supplier list.

(Download Supplier Template gives template to upload new supplier & Download Full Supplier List (.xlsx) gives you existing record list to make necessary change and reupload it)
  • Click CONFIRM UPLOAD or REUPLOAD NEW FILE to complete the process or redo the above step.
Valid records and data with errors are shown after the file is uploaded.
FieldDescriptionData TypeRequired?
CodeA unique identifier assigned to suppliers.General
Yes, if Manual numbering is On
Supplier Name**
Name of the supplierGeneralYes
Contact Group
Grouping of supplier based on certain criteria.GeneralYes
Phone No
Telephone number of the supplier.GeneralNo
Email
Email address of the supplier.GeneralNo
Address
Address of the supplier.GeneralNo
PAN
PAN (Permanent Account Number) of suppliersGeneralNo
Credit Limit
Maximum amount of credit extended to the supplierNumberNo
Credit Term
Period within which the supplier is expected to settle their dues.GeneralNo
Opening Balance
Initial balance owed by or to the supplier at beginning of the accounting period.NumberNo
Opening Balance Type
Specifies whether the opening balance is a debit or credit balance.General (DR/CR)No

Import Account List

  • In Tigg software, navigate to Configurations.
  • Go to Import / Export.
  • Select Account for type of document you want to upload.
  • Select action i.e. Create New Records or Update Existing Records
  • Click Next
  • Drag Account List here or Click to upload, to import your chart of accounts list.
(Download Account Template gives template to upload new accounts & Download Full Account List (.xlsx) gives you existing record list to make necessary change and reupload it)
  • Click CONFIRM UPLOAD or REUPLOAD NEW FILE to complete the process or redo the above step.
Valid records and data with errors are shown after the file is uploaded.
FieldDescriptionData TypeRequired?
CodeUnique identifier for accountsGeneralYes, if Manual numbering is On
Account Name**Title/label for an accountGeneralYes
Account Group**Classification of similar accounts.GeneralYes
Opening BalanceInitial balance at a period's start.NumericNo
Opening Balance TypeIndicates debit or credit balance.General (DR/CR)No
DescriptionAdditional details for clarity/context.GeneralNo

Import Contact List

  • In Tigg software, navigate to Configurations.
  • Go to Import / Export.
  • Select Contact for type of document you want to upload.
  • Select action i.e. Create New Records or Update Existing Records
  • Click Next
  • Drag Contacts List here or Click to upload, to import your chart of contact list.
(Download Contacts Template gives template to upload new contacts & Download Full Contacts List (.xlsx) gives you existing record list to make necessary change and reupload it)
  • Click CONFIRM UPLOAD or REUPLOAD NEW FILE to complete the process or redo the above step.
Valid records and data with errors are shown after the file is uploaded.
FieldDescriptionData TypeRequired?
Code
Identifier for contacts or organizationsGeneralYes, if Manual numbering is On
Contact Name**
Name of the individual or entity.GeneralYes
Contact Group
Classification of similar contacts.GeneralNo
Phone No
Contact's phone number.GeneralNo
Email
Contact's email address.GeneralNo
Address
Contact's physical or mailing address.GeneralNo
Organisation
Associated organization, if applicable.GeneralNo
Title
Title or position of the contact within the organizationGeneralNo

Import Product List

In Tigg software, navigate to Configurations.

  • Go to Import / Export.
  • Select Product for type of document you want to upload.
  • Select action i.e. Create New Records or Update Existing Records
  • Click Next
  • Drag Contacts List here or Click to upload, to import your product list.

(Download Products Template gives template to upload new contacts & Download Full Products List (.xlsx) gives you existing record list to make necessary change and reupload it)
  • Click CONFIRM UPLOAD or REUPLOAD NEW FILE to complete the process or redo the above step.
Valid records and data with errors are shown after the file is uploaded.
FieldDescriptionData TypeRequired?
Product Code
Unique identifier for products.GeneralYes, if Manual numbering is On
Product Type**
Classification of products (e.g., tangible, intangible).GeneralYes
Product Name**
Name or title of the product.GeneralYes
Category**
Grouping of similar products.GeneralYes
VAT Applicable**
Indicates if Value Added Tax (VAT) is applicable.(Yes/No)GeneralYes
Primary Unit**
Main unit of measurement for the product.GeneralYes
Selling Price
Price at which the product is sold.NumericNo
Purchase Price
Price at which the product is purchased.NumericNo
Sales Account
Account for recording sales revenue.GeneralNo
Sales Return Account
Account for recording sales returns.GeneralNo
Purchase Account
Account for recording purchases.GeneralNo
Purchase Return Account
Account for recording purchase returns.GeneralNo
Valuation Method
Method used to value inventory (FIFO/Weighted Average)General
No
Reorder Level
Minimum quantity at which to reorder the product.NumericNo
Track Inventory
Indicates if inventory tracking is enabled.Yes/NoNo
Opening Quantity
Initial quantity of the product on hand.NumericNo
Opening Rate
Initial cost or rate of the product.NumericNo

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