How to Import Transactions into Tigg using Excel?

Import Invoice, Journal Voucher and Purchase Bill in Tigg.

Nikesh Shrestha

Last Update hace 2 meses

When using Tigg, one of the key features is the ability to import transactions efficiently using Excel. This process simplifies the task of transferring financial data into Tigg, making it easier for users to update their records without manual entry. 


Currently, Tigg offers the import functionality for Journal Vouchers, Purchase Bills, and Invoices, allowing for a comprehensive management of financial documents.

Import Journal Voucher

Ensure that all relevant Accounts have been imported into Tigg prior to beginning the Journal Voucher import process.


  • In Tigg software, navigate to Accounting.
  • Then go to Journal Voucher.
  • Click on OPTIONS, then Import.
  • Drag Journal Voucher List here or Click to upload, to import your journal vouchers.
(Download Journal Voucher Template gives template to upload purchase bills)
  • Click VIEW JOURNAL VOUCHER to see voucher list or REPLOAD NEW FILE to redo the file upload process.
If there are any errors, the list will be shown along with errors after the file is uploaded.
FieldDescriptionData TypeRequired?
Date
Transaction date.DateYes
Voucher No
Unique identifier for the transactionGeneralYes
Status
Current state of the transaction. (Approved/Draft)
GeneralYes
Account Code
Code assigned to each account.GeneralYes
Account Name
Name of the account.GeneralNo
Amount
Monetary value of the transactionNumericYes
Transaction Type
Specifies whether the amount is a debit or credit. (DR/CR)GeneralYes
Reference
Reference number associated with the transaction.GeneralNo
Item Description
Description of each item line of the journal voucher.GeneralNo
Notes
Additional remarks or comments for the journal voucherGeneralNo

Import Purchase Bill

Before importing Purchase Bill, be sure Suppliers and Products has been imported.
  • In Tigg software, navigate to Purchase.
  • Then go to Purchase Bills.
  • Click on OPTIONS, then Import.
  • Drag Purchase Bill List here or Click to upload, to import your journal vouchers.
(Download Purchase Bill Template gives template to upload purchase bills)
  • Click VIEW PURCHASE BILL to see voucher list or REPLOAD NEW FILE to redo the file upload process.
If there are any errors, the list will be shown along with errors after the file is uploaded.
FieldDescriptionData TypeRequired?
Status
Current state of the transaction. (Approved/Draft)GeneralYes
Supplier Code
A unique identifier assigned to suppliers.GeneralYes
Supplier Name
Name of the supplierGeneralNo
Ref No
Reference number associated with the transaction.GeneralYes
Purchase Bill No
Entry number for the purchase.GeneralYes
Supplier Bill No
Supplier's bill numberGeneralYes
Bill Date
Date of the purchase bill.DateYes
Due Date
Date by which payment is due.DateYes
Is Import
Indicates whether the transaction involves an import.GeneralNo
Import Country
Country from which the import originates.GeneralNo
Import Date
Date of import.DateNo
Import Document Number
Document number associated with import.GeneralNo
Product Code
Unique identifier for the product.GeneralYes
Product Name
Name of the product.GeneralNo
Product Description
Description of the product.GeneralNo
Quantity
Number of the product purchased.NumericYes
Rate
Price per unit of the product.NumericYes
Discount
Discount per unit applied.NumericYes
Tax Base
Base amount for VAT calculation in case of ImportNumericNo
VAT
Value Added Tax applicable or not
(Yes/No)
GeneralYes
Warehouse Name
Name of the warehouse where the product is stored.GeneralYes
Note
Additional notes or remarks related to the transaction.GeneralNo

Import Invoice

Before importing Invoices, be sure Customers and Products has been imported.

  • In Tigg software, navigate to Sales.
  • Then go to Invoice.
  • Click on OPTIONS, then Import.
  • Drag Invoice Bill List here or Click to upload, to import your journal vouchers.
(Download Invoice Template gives template to upload sales invoices)
  • Click VIEW INVOICE to see voucher list or REPLOAD NEW FILE to redo the file upload process.
If there are any errors, the list will be shown along with errors after the file is uploaded.
FieldDescriptionData TypeRequired?
Location Code
Unique identifier for the location or branchGeneralYes if multiple billing location
Status
Current state of the transaction. (Approved/Draft)GeneralYes
Customer Code
A unique identifier assigned to customers.GeneralYes
Customer Name
Name of the customerGeneralYes
Ref No
Reference number associated with the transaction.GeneralOptional
Invoice No
Entry number for the salesGeneralYes
Invoice Date
Date of the salesDateYes
Due Date
Date by which payment is due.DateOptional
Currency
Name of foreign currency for ExportGeneralYes if Export Sales
Exchange Rate
Forex rate for the currency on the day of salesNumericYes if Export Sales
Is Export
Indicates whether the transaction involves an exportGeneralYes
Export Country
Country to which the export is madeGeneralYes if Export Sales
Export Date
Date of export.DateYes if Export Sales
Export Document Number
Document number associated with export.GeneralYes if Export Sales
Product Code
Unique identifier for the product.GeneralYes
Product Name
Name of the product.GeneralYes
Product Description
Description of the product.GeneralYes
Quantity
Number of the product sold.NumericYes
Rate
Price per unit of the sold.NumericYes
Discount
Discount per unit applied.NumericYes
VAT
Value Added Tax applicable or not
(Yes/No)
GeneralYes
Warehouse Name
Name of the warehouse where the product is stored.GeneralYes if multiple warehouse
Note
Additional notes or remarks related to the transaction.GeneralOptional

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