How to import customers from Excel in Vyapar

If you already keep customers in Excel, Tally or another app, import them into Vyapar in one go instead of typing each party. Opening balances come across too, so udhaar is correct from day one.

Time needed3 minutes
Steps5, each with a screenshot
Tested onVyapar Desktop for Mac, October 2026
Last updated11 October 2026

Before you start

  • An Excel file (.xlsx/.xls) with one row per party: name, phone, email, address, GSTIN and opening balance.

1Open Utilities > Import Parties

In the sidebar click Utilities > Import Parties.

Vyapar Utilities menu with Import Parties
Vyapar Utilities menu with Import Parties

2Download the template or upload your file

Click Download for Vyapar's template, or prepare a sheet with columns such as Name, Contact No, Email ID, Address, GSTIN and Opening Balance. Then click Click here to Browse (or drag the file in).

Vyapar Import Excel screen with Download and Browse
Vyapar Import Excel screen with Download and Browse

3Map your columns

Under Map your fields to Vyapar's fields, choose your column for each Vyapar field: Name* is required; also map Contact No., Email ID, Address, Opening Balance, Opening Date and GSTIN No. Click Proceed.

Vyapar party import column mapping
Vyapar party import column mapping

4Check valid parties

Vyapar shows Valid Parties and Parties with Errors. Review the rows and fix any errors in the sheet.

Vyapar import parties valid list
Vyapar import parties valid list

5Import

Click Import Valid Parties. Vyapar confirms Party(s) imported successfully, with opening balances and GSTINs ready.

Vyapar parties imported successfully
Vyapar parties imported successfully

Good to know

  • Keep phone numbers as 10 digits without spaces.
  • Positive opening balance means the party owes you.
  • Format GSTIN as text so it is not changed by Excel.

Questions people ask

Can I import parties into Vyapar?

Yes. Utilities > Import Parties, upload the Excel file, map columns and import.

Which column is required?

Only Name. Phone, email, address, GSTIN and opening balance are optional.

Will opening balances import?

Yes. Map the Opening Balance column (and Opening Date if you have it).

Related guides

Screenshots are from a demo company in Vyapar Desktop for Mac, October 2026. Menus can move slightly between app versions. Guide by Billing Bazaar, a Vyapar partner.