Excel Integration for Business Ease

Leverage Excel integration to bulk upload details on TranZact and download key reports via simplified Excel formats.

Who Is It For?

Excel integration on TranZact is created for all SME businesses that have high volumes of daily operations & want to automate everyday tasks by integrating TranZact with existing Excel tools of their business.

Access Excel Data Views
Whenever You Need To

By integrating with Excel, TranZact automates several key activities for teams across functions, enabling the business to become more time-effective.

Ready-to-use Templates

Upload bulk details via Excel including inventory item details and counterparty details using easy templates.

Auto-Map Headers

When you choose to upload data using your own spreadsheets, you can map headers with an automated function on TranZact. You can also add custom fields if needed.

Identify Upload Errors

TranZact also displays errors, if any, detected during the Excel data upload process.

Download Reports

You can download all your important reports via Excel for offline access. You can also download multiple quotations from suppliers via Excel spreadsheets for comparison.

Update Opening Balances

Use detailed templates to update opening balances for both buyers & suppliers, after due checks.

Tally Data Upload

With TranZact's Tally integration, you can extract data from Tally via spreadsheets and upload it on TranZact.

Bill of Material Data Upload

Save your BOM data via spreadsheets, to access all details of raw materials & semi-finished goods.


FAQs


  • How does Excel integration work in TranZact software?

    TranZact is connected with Excel to streamline functions such as inventory data upload, counterparty details upload, opening balances bulk upload, and more. It is an essential integration that helps SME businesses navigate through time-consuming tasks quickly, without manual dependencies.

  • What are other integrations available in TranZact along with Excel?

    TranZact integrates with key business tools for improved productivity. In addition to the Excel integration, other important integrations include:

  • How to integrate Excel with TranZact?

    TranZact is auto-integrated with Excel and this functionality can be accessed by users across all touchpoints on the software, wherever data upload or download is concerned.

TranZact

TranZact is a team of IIT & IIM graduates who have developed a GST compliant, cloud-based, inventory management software for SME manufacturers. It digitizes your entire business operations, right from customer inquiry to dispatch. This also streamlines your Inventory, Purchase, Sales & Quotation management processes in a hassle-free user-friendly manner. The software is free to signup and gets implemented within a week.