MigrationUpdated 11 Nov 20264 min

Bring your books across from Busy (Basic, Standard, Enterprise)

Export a Busy report to Excel, import it, and check the result against the old books. What comes across, and what stays behind, for a jewellery shop.

If your jewellery shop keeps its books in Busy, you can bring them across without retyping them. Finocket reads Busy through its Excel reports: there is no Busy XML reader, and this mapping is written from Busy's published pages, not checked against a real export, so expect to map some columns yourself.

Export from Busy

  1. Open a report (for example Display → Account Books → Account Registers Standard → Sales Register), press ALT+E, choose Excel, and keep the file.
  2. Busy's column headers are not published, and its own voucher import maps columns through a format set up inside Busy, so you map the columns on the next screen.

Bring it into Finocket

Under Settings → Import & migrate, open the Busy import and drop the file. The same five screens apply as for every source: pick, map, dry run, import and reconcile. The file is read on your device first, every record gets a verdict in the dry run before anything is written, and the reconcile screen puts your old books' figures beside Finocket's. A line with no source figure is marked not checked, never passed.

What comes across today

Account groups, chart of accounts, opening balances, parties (customers and suppliers), items, invoices, bills, payments and journals. The mechanics, including undo and re-imports, are in Import your data.

What does not come across

  • Filed GST returns, IRNs and e-way bills, which belong to the portal that issued them
  • Bank-statement matches and reconciliations
  • Attached files and images
  • Busy's print formats and user rights

Purity, per-piece weight, HUID and metal balances are set up after the import: Bring your jewellery books across from Busy or Marg. All the sources you can migrate from

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