Biz School

Created with Sketch.

How can we help?

  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
      6. Order Fulfillment
      7. Returns Manager
      8. Project Manager
      9. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase
        3. Purchase Order
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. SMTP Configuration
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
      7. Extension Settings
    2. Security
      1. Data Encryption
    3. Roles
    4. Users
    5. Maintenance
      1. Backing Up Your Data
      2. Restoring From a Backup
    6. Multi-Store Extension
    7. Service Builder - Job Templates
  7. Advanced Topics
    1. Working With Taxes
    2. Fixing Trail Balance is Out of Balance Errors
    3. Protecting Your Business Data
    4. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
    5. Using Barcode Scanners
    6. Editing Reports and Forms
    7. Entering a Vendor Deposit
    8. Entering a Customer Deposit
    9. Reloading and Importing Reports and Forms
  8. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  9. More Resources
    1. Glossary

Import/Export #

Bizuno has a powerful import/export tool to transfer data in to/out of the database. Knowledge of the Bizuno database structure and data fields are necessary to accurately import information into the database. Exporting is less complicated but still required some knowledge of the database tables. 

Most import/export operations deal solely with a single database table. The exception is the account definitions (customers, vendors, branches). These definitions include the address book fields (currently set at 5) with the main account information.

Other import scripts specialized towards beginning balance initialization can be found here.

Importing Data

Data can be imported into PhreeBooks such as customers, vendors, and inventory. 

The HowTos contain samples of import procedures to import customers, vendors, and inventory.

Exporting Data

Data can be exported from PhreeBooks to text files for use in other applications. 

The HOW TOs contain samples of export procedures to export customers, vendors, and inventory.

Help Guide Powered by Documentor
Suggest Edit