From spreadsheets to a real ERP. In days.
Most ERP rollouts in India take a quarter and an implementation engineer. ERPSense is built so an SMB owner with a Tally backup and three Excel sheets can finish onboarding in a single working day.
- Source formats
- 5+
- Onboarding steps
- 9
- Max file size
- 10 MB
- Batch upload
- 20 files
A guided chat, not a fourteen-page form.
Onboarding is a conversation with Genie. You sign in with your GSTIN, answer a few questions about your business, and the rest of the flow adapts to your answers. Trading business and manufacturing business get different copy, different field emphasis, and different default modules — without you choosing.
Every step has an “ask anything” affordance. If you don’t know what an HSN code is, you ask. If a field looks wrong, you ask. The flow doesn’t lock you in.
- Nine steps — name, GSTIN, business type, data import decision, file upload, processing, review, import, first invoice.
- Persona-aware copy — trading vs manufacturing vs services vs retail vs hospitality.
- No-import “start fresh” path — Genie creates your first customer and product as you go.
- Every field has an inline ℹ️ that explains what it is, with examples and common mistakes.
Eight capabilities. All shipped.
The onboarding flow is the most visible piece of the product to a new user. It is also the most engineered.
GSTIN-based company pre-fill
Type your GSTIN and ERPSense pulls the legal name, registered address, state, and constitution from the GST portal. Override anything that needs editing.
Bring any source
Excel, CSV, Tally backup, Zoho Books export, other ERP exports. Up to 10 MB per file, 20 files per batch. ERPSense detects the structure automatically.
Intelligent column mapping
Fuzzy matching on column names — “Customer Name” → customer_name, “Ph No” → phone. Confidence-scored, with sample values shown so you can confirm.
Duplicate resolution
Detected duplicates by GSTIN or contact email. Three actions on each: merge with conflict resolution, skip, or keep separate. Audit-logged.
Opening-balance import
Customer outstandings, supplier payables, inventory values, bank balances as of the migration date. Cross-file consistency is auto-validated.
Resumable across devices
Auto-save after every step. Close the tab on Tuesday and pick up on Thursday from your phone — the wizard resumes from the last completed step.
Mobile-aware
On a phone, the wizard offers an SMS / email link to continue on a desktop the moment a step needs file uploads. No squeezed mobile spreadsheet UX.
First-invoice walkthrough
Once data is in, Genie walks you through your first real invoice — pick a customer, pick an item, preview tax math, submit. Celebrates the milestone.
The ten-thousand-row import that doesn't break.
For larger books, ERPSense runs the import asynchronously. You upload, Genie analyses, and a progress page tells you how far along it is. For very large datasets — ten thousand rows or more — analysis can take 15–60 minutes; you get an email when it’s ready.
Errors don’t kill the run. They get logged per row, with a one-click resolution path. Common ones — missing GSTIN, malformed date, blank required field — have suggested fixes Genie pre-writes.
- Async analysis with progress streaming + email notification on completion.
- Per-row errors are tagged with type — formatting, missing-required, duplicate, cross-file conflict.
- Cross-file consistency check — if a customer in invoices doesn’t match the masters, you’re asked which is correct.
- Idempotent — re-uploading the same file doesn’t double-import; ERPSense detects the run.
Onboarding is a workflow, not a wizard.
Behind the chat is a state machine. Each completed step is durable. Close the browser, and tomorrow morning you pick up exactly where you stopped — including uploaded files in flight, partial mappings, and pending duplicates.
If you abandon for too long, the warm ERP site we provisioned for you is recycled back to the pool — but the conversation history and your uploaded data are kept so a future restart resumes cleanly.
- State machine with named steps — ‘allocated’, ‘collecting’, ‘analysing’, ‘importing’, ‘done’.
- Audit log per state transition with timestamps and the user who advanced it.
- Mobile handoff link — ‘continue this on a desktop’ via SMS or email.
- Site-pool architecture — instant tenant provisioning instead of three-minute ‘bench new-site’ waits.
A proper milestone, not a confetti cannon.
The last step of onboarding is creating your first real invoice — not a sample, not a template. A real document, on your real customer, in your real chart of accounts, with the right GST math.
Genie walks you through it: pick a customer (suggesting the most-recent imports), pick an item, enter quantity, watch the tax preview, click submit. The document appears in your ledger exactly the way every subsequent invoice will. You learned how the product works without anybody training you.
- Customer + item suggestions ranked by recency from imported masters.
- Live tax preview — CGST + SGST or IGST, with the right HSN.
- Submit moves the document status correctly — the invoice is real and reportable.
- Confetti is allowed, but it stops after one invoice.
Stay in the flow
Genie
The AI assistant that runs onboarding and stays for everything after.
Tally sync
For businesses still on Tally — bring your backup as the starting point for onboarding.
GST
GSTIN pre-fill, HSN suggestions, and the compliance checklist Genie sets up for you.
Pricing
Onboarding is included on every plan, no setup fee.
For CAs
The CA-led onboarding path — for clients who’d rather have their CA do the file upload.
Integrations
What ERPSense reads natively versus what needs a quick CSV export.
Ready to put your books in one place?
Book a 20-minute demo. We’ll walk through your invoicing, GST and Tally setup live — no slides, no sales script.