InvoBill can import from a BUSY backup today. Marg, Tally and Vyapar show on the screen as Coming Soon, so do not plan a move from them yet.
Your books are safe. Every migration is previewed and checked before anything is inserted, and you get a report afterwards. Even so, try it first with a test company, and keep your BUSY backup.
Before you start
- Be online. Migration does not work offline.
- Take a fresh backup in BUSY. You need the backup files, with extensions .bds and the DISK1.DB file.
- Sign in to InvoBill as the owner or an administrator.
Run the import
- Go to Settings & Admin > Data Migration.
- On the BUSY card, tap Start migration. The wizard steps are Upload, Detect, Extract, Preview, Commit and Report.
- Upload: under Upload your BUSY backup, drag the files in, or tap Choose files.
- Detect: check what InvoBill found and tap to confirm it under Confirm detected backup.
- Extract: wait while the data is read.
- Preview: choose the Import mode: Full import, Masters + opening balances or Masters only. Read the counts and any errors. Tick Exclude records with errors if you want to skip bad rows instead of stopping.
- Commit: start the insert and keep the screen open. A notice says Do not close this tab.
- Report: read Inserted, Skipped, Failed and the time taken.
After the import
- Open Parties, Products and the reports and compare a few records and balances with BUSY.
- Check the opening stock of your top items.
- Look at anything listed as Skipped or Failed in the report and fix it by hand.
- Only then start billing in InvoBill.
Limits
- BUSY is the only source that works today. Marg (.dbf), Tally (.xml, .xlsx) and Vyapar (.json) are marked Coming Soon.
- InvoBill does not have a working CSV or Excel import screen that you can open from Products or Parties. Add other data by hand.