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Party

Menu Definitions → Parties (`/definitions/parties`). Manage customers and suppliers, import from Excel, see Outstanding Collection / Payment / Balanced, and open Party Transaction Details for Payment, Collection, Add Payment/Collection, and Remittance.

Create

Import Parties from Excel

Excel Import lets you download a Billoxy template or upload an export from another billing tool, map columns, preview rows, and commit parties in bulk.

When to use Excel Import

  • Empty list CTA: Upload Excel / dropdown Excel Import
  • New users: download the sheet and fill party names and details manually
  • Migrating from My BillBook, Vyapar, Zoho Books, or similar — upload and map columns
  • Dashboard getting-started also highlights Import Party to add & manage business contacts
When to use Excel Import
Excel Import is the fastest way to define many parties without opening Add Party for each one.

Import wizard steps

  1. 1Download Template — Billoxy_Template.xls (or the name returned by the API)
  2. 2Upload Excel File — drag & drop or Browse, then Upload
  3. 3Configure — select which columns to import
  4. 4Map Fields — map Billoxy Billing Field ↔ Imported File Headers from your spreadsheet
  5. 5Preview — see how many rows are ready; review skipped rows; optionally Download skipped rows
  6. 6Click Import — results also appear under Reports → Data Transfer

What you typically map

1

Identity

Party name, type (customer/supplier), phone, email, state, city, pincode.

2

Tax

GSTIN, PAN, GST registration type, entity type — when present in your sheet.

3

Books

Opening balance and as-of date so ledgers start correct after migration.

4

Bank / address

Address lines and bank/IFSC columns when your export includes them — map to the matching Billoxy fields shown after upload.

Tip

Billoxy target field titles are provided by the template API after upload — always map using the Billoxy Billing Field list on screen so required columns are not skipped.

Frequently asked

What if some rows fail?+

Preview shows rows that will not be imported and lets you Download skipped rows, fix them, and re-upload.

Where do I see import history?+

After import, check Reports → Data Transfer for upload results.

Related modules

Create & Edit

Create a Party

Add New Party opens a full form — party type, identity, GSTIN lookup, additional details, then Address, Additional Contact, and Bank tabs.

View feature
List

Party List & Overview

The Parties list gives a Party Summary overview, searchable table or grid, filters by status/type/balance, and bulk actions for delete, export, and status change.

View feature

Ready to try Import Parties from Excel?

Jump into Billoxy and see it in action on your own data.

Open Parties