ExpressReco || Importing Books Data via Excel

Importing Books Data via Excel

Step 1: Log in to ExpressReco

1. Navigate to the ExpressReco login portal.
   
2. Enter your credentials and log in.
   

Step 2: Select a Client

1. Click on the client name to open their profile.
   

      

Step 3: Access the Import Books Feature

1. Click on "Import Books".
   

      

Step 4: Download the Excel Template

1. Download the provided Excel template for data entry.
   

      

Step 5: Enter TDS/TCS Details

1. Fill in the template with TDS/TCS details corresponding to the books data.
   

      

Step 6: Import the Excel File

1. Browse and select the completed Excel template from your system.
   
2. Choose one of the following import options:
1. Add: To append new entries to the existing book list, select "Add" and click "Import".
   
2. Overwrite: To replace the existing book list with updated data, select "Overwrite" and click "Import".

            

1. Click "Import" to proceed.

      

Step 7: Complete the Import Process

1. Click "Proceed" to finalize the import.
   

      

Your data has been successfully imported into the system.

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