Ø  User can access Import module from the left side bar menu as shown below.

1. In Import module, a list of pre-uploaded file will be visible to the user, as shown in above screen. The list is basically a history, with details like who uploaded the file, when file gets uploaded, by which source, how many records went into Success/Error and Orphan Status.

1.      Document import validation stop purchase record from getting overwritten with new return period if already available in previous return period (in same financial year).

1.      This is to prevent ITC getting claimed multiple times if mistakenly user is uploading same record again.

1.      Errors are those records which failed the GSP Portal validations for set fields.

1.      Orphans are basically those records which cannot be identifies by Cygnet GSP Application User can use certain filters to extract the appropriate information.

1.      Actions button has the  option to let the user Download Excel for all the Import files as listed in the above image.

Import Module has below Filters and Statuses for the bifurcation of every uploaded file.

1. A) Filters

Date

Users

Status

File Name

Import Type

Source

1.   B) Status
   

Total: Total number of files uploaded into the application

Yet Not Started: File is in the queue, application has yet not picked the respective file for further processing

In Process: File is picked by the application and processing the data

Success: File is successfully uploaded in the application

Success with Errors: File is successfully uploaded but certain records went into the error status

       Failed: File upload is failed due to any reason (E.g.: wrong naming convention)

1.  Import Menu has the option to upload files for multiple purposes listed below:

Entities

Document

Document (E-Invoice NIC Compliant)

Document (E-Waybill NIC Compliant)

Document (Signed E-Invoice)

E Invoice PDF / QR Code

Document Summary

Document & Document Summary (GST Compliant)

GSTR-3B (GST Compliant)

Document Action

Vendor

HSN/SAC

GSTIN/PAN (Search, Preferences & Returns Filing)

On clicking, document action, a pop-up box will display where user can Drag and Drop or browse the file from the system, as shown.

After clicking on import, user will able to see the status of the file during the import process (below screen) and post the import process, the number of files went to success, error and orphans will be displayed in respective sections.

In order to view success with error records, basis on records,

Case 1: if the file was pertaining to document import, all the error related to document import will come under Error → Document option.

Case 2: if the file was pertaining to document import, all the orphan related to document import will come under Orphan → Document option.

Below are the different document types we can import

E invoice (NIC Compliant)

E Waybill (NIC Compliant)

GSTR1 Tally (GST Compliant)

GSTR2 Tally (GST Compliant)

GSTR 3B (GST Compliant).

Case 1: if the file was pertaining to document import, all the error related to document import will come under Error → Document option.

User can either rectify the error from the above screen itself, by filling the red marked fields or by downloading the error file from the Action tab → Download Excel. Once it gets downloaded, correct the error in the same import file and import it again.

Case 2: if the file was pertaining to document import, all the orphan related to document import will come under Orphan → Document option.

User can use certain filters to extract the appropriate information.

Taxpayer can filter the data by

Location

Return Period

Users

Errors

Document No.

Bill No.

Supply Type

GSTIN

Trade Name

Vendor Code

Uploaded Date

Error Fields