# Get Started You can find the answers to the following questions in this section - {% tabs %} {% tab title="Sales Data Import" %} #### [What are the import options offered by ClearTax to import Sales Data?](#what-are-the-import-options-offered-by-cleartax-to-import-sales-data) #### [When should you use GSTR-1 Govt Excel Template to import Sales Data?](#when-should-you-use-gstr-1-govt-excel-template-to-import-sales-data) #### [When should you use ClearTax Standard Sales Excel Template to import Sales Data?](#when-should-you-use-cleartax-standard-sales-excel-template-to-import-sales-data) #### [When should you use ClearTax Lite Sales Excel Template to import Sales Data?](#when-should-you-use-cleartax-lite-sales-excel-template-to-import-sales-data) #### [When should you use ClearTax Simple Sales Excel Template to import Sales Data?](#when-should-you-use-cleartax-simple-sales-excel-template-to-import-sales-data) #### [When should you use Tally Government Excel Template to import Sales Data?](#when-should-you-use-tally-government-excel-template-to-import-sales-data) #### [When should you use ClearTax Tally Connector to import Sales Data?](#when-should-you-use-cleartax-tally-connector-to-import-sales-data) #### [When should you enter your Sales Data manually?](#when-should-you-use-cleartax-tally-connector-to-import-sales-data) #### [When should you use GSTR-1 Json/Tally JSON to import Sales Data?](#when-should-you-use-gstr-1-json-tally-json-to-import-sales-data) #### [When should you use Custom Excel Template to import Sales Data?](#when-should-you-use-custom-excel-template-to-import-sales-data) #### [When should you use ECommerce template to import Sales Data?](#when-should-you-use-ecommerce-template-to-import-sales-data) {% endtab %} {% tab title="Purchase Data Import" %} #### [What are the import options offered by ClearTax to import Purchase Data?](#what-are-the-import-options-offered-by-cleartax-to-import-purchase-data) #### [When should you use GSTR-2 Govt Template to import Purchase Data?](#when-should-you-use-gstr-2-govt-template-to-import-purchase-data) #### [When should you use ClearTax Standard Purchase to import Purchase Data?](#when-should-you-use-cleartax-standard-purchase-to-import-purchase-data) #### [When should you use ClearTax Lite Purchase to import Purchase Data?](#when-should-you-use-cleartax-lite-purchase-to-import-purchase-data) #### [When should you use ClearTax Simple Purchase to import Purchase Data?](#when-should-you-use-cleartax-simple-purchase-to-import-purchase-data) #### [When should you use Tally GSTR2 Excel to import Purchase Data?](#when-should-you-use-tally-gstr2-excel-to-import-purchase-data) #### [When should you use Custom Excel Template to import Purchase Data?](#when-should-you-use-custom-excel-template-to-import-purchase-data) {% endtab %} {% endtabs %} ## Sales Data Import ### What are the import options offered by ClearTax to import Sales Data? * GSTR-1 Govt format Excel template * ClearTax Templates * Standard Sales Excel template * Sales Lite Excel template * Sales Simple Excel Template * Tally * Government Excel for GSTR-1 * Tally Connector * ClearTax Excel Grid (Manual Entry of data) * GSTR-1 JSON File / Tally JSON * Custom Excel Template - Create your own template * ECommerce format - For Amazon, Flipkart and PayTM ### When should you use GSTR-1 Govt Excel Template to import Sales Data? * Use this option if you have data prepared in Govt GSTR-1 Excel template * Available for download with GST Offline tool * Can be directly imported into ClearTax without any modifications * Option to import section-wise data in CSV format as well ### When should you use ClearTax Standard Sales Excel Template to import Sales Data? * Use this option to import all your sales data in a single Excel file * You can import all your - * Invoices & Bills of Supply * Credit/Debit Notes * Advances * Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ * Multiple line items also supported * Most powerful Excel format to help you prepare your data ### When should you use ClearTax Lite Sales Excel Template to import Sales Data? * Use this option to import all your ‘Invoices and Credit/Debit Notes’ in a single Excel file with minor details * Does not import 'Advances’ * Supports B2B/B2C Invoices and Credit/Debit Notes * Multiple line items also supported * Does not support amendments, reverse charge, exports or SEZ * Quick way to prepare your data with support for HSN summary ### When should you use ClearTax Simple Sales Excel Template to import Sales Data? * Use this option to import all your ‘Invoices and Credit/Debit Notes’ in a single Excel file with minimal details * Does not import 'Advances’ * Supports B2B/B2C Invoices and Credit/Debit Notes * Multiple line items also supported * Does not support amendments, HSN, reverse charge, exports or SEZ * Simplest and easy to understand template for quick data preparation ### When should you use Tally Government Excel Template to import Sales Data? * Use this option if you have data prepared in Tally and exported in Govt GSTR1 Excel template * Can be directly imported into ClearTax without any modifications * Option to import section-wise data in CSV format as well ### When should you use ClearTax Tally Connector to import Sales Data? * Seamless import of data from Tally in a single-click . * No requirement of Excel exports from Tally and import again in ClearTax/Government portal. * GST rules validations are applied while importing of data. Vouchers that doesn’t meet GST validations will be excluded and presented in an error report . ### When should you enter your Sales Data manually? * Use this option if you have do not have data prepared * Directly type in or copy-paste your data in an Excel-like grid * Supports only B2B/B2C invoices with minimal details * Does not support amendments, HSN, reverse charge, exports or SEZ * Does not support CDNs, Bills of supply or Advances * Does not support multiple line items or more than 200 rows * Best used for quickly creating invoices ### When should you use GSTR-1 Json/Tally JSON to import Sales Data? * Use this option if you have data prepared in a JSON format * Can be directly imported into ClearTax without any modifications * Helpful in cases where you receive a JSON file from your client or export from Government in JSON GSTR-1 format ### When should you use Custom Excel Template to import Sales Data? * Use this option if you have a custom or non-standard template used by your organisation/client * Create an Excel Template of your choice * One-time activity to create an Excel template and use as many times as you want * You can import all your - * Invoices & Bills of Supply * Credit/Debit Notes * Advances * Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ depending on columns created in a custom template * Multiple line items also supported * High flexibility and customisation to create your own template and order columns however you want ### When should you use ECommerce template to import Sales Data? * Use this option if you are a seller on Amazon, Flipkart or PayTM * Download MTR report from seller portal and upload on ClearTax * Minimal modifications required for importing data ## Purchase Data Import ### What are the import options offered by ClearTax to import Purchase Data? * GSTR-2 Govt format Excel template * ClearTax Templates * Purchase Standard Excel template * Purchase Lite Excel template * Purchase Simple Excel Template * Tally * Government Excel for GSTR-2 * Tally Connector * Custom Excel Template - Create your own template ### When should you use GSTR-2 Govt Template to import Purchase Data? * Use this option if you have data prepared in Government GSTR-2 Excel template * Available for download with GST Offline tool * Can be directly imported into ClearTax without any modifications * Option to import section-wise data in CSV format as well ### When should you use ClearTax Standard Purchase to import Purchase Data? * Use this option to import all your purchase data in a single Excel file * You can import all your - * Invoices & Bills of Supply * Credit/Debit Notes * Advances * Supports all types of documents including B2B, B2C, amendments, reverse charge, imports & SEZ * Multiple line items also supported * Most powerful Excel format to help prepare your data ### When should you use ClearTax Lite Purchase to import Purchase Data? * Use this option to import all your Invoices and Credit/Debit Notes in a single Excel file with minor details * Supports B2B/B2C Invoices and Credit/Debit Notes with reverse charge also * Multiple line items also supported * Does not support amendments, advances, imports or SEZ * Quick way to prepare your data with support for HSN summary ### When should you use ClearTax Simple Purchase to import Purchase Data? * Use this option to import all your Invoices and Credit/Debit Notes in a single Excel file with minimal details * Supports B2B/B2C Invoices and Credit/Debit Notes * Multiple line items also supported * Does not support amendments, HSN, reverse charge, advances, imports or SEZ * Simplest and easy to understand template for quick data preparation ### When should you use Tally GSTR2 Excel to import Purchase Data? * Use this option if you have data prepared in Tally and exported in Govt GSTR2 Excel template * Can be directly imported into ClearTax without any modifications * Option to import section wise data in CSV format as well ### When should you use Custom Excel Template to import Purchase Data? * Use this option if you have a custom or non-standard template used by your organisation/client * Create an Excel Template of your choice * One-time activity to create an Excel template and use as many times as you want * You can import all your - * Invoices & Bills of Supply * Credit/Debit Notes * Advances * Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ depending on columns created in a custom template * Multiple line items also supported * High flexibility and customisation to create your own template and order columns however you want