# Importing Sales Register: Octa Format

The **Octa Format** is our custom, easy-to-use Excel template designed for **any** business. It works perfectly when
your ERP or software doesn't match other formats (like Amazon, Flipkart, or GSTR-1).

**Key advantages:**

- Super simple structure with just a few sheets
- Supports both **document-level** (individual invoices) and **summary-level** (totals) data
- Handles **multiple GSTINs** and **multiple tax periods** in **one single file** — import your entire company's sales
  register at once!
- Includes built-in tax period info to prevent mistakes like uploading to the wrong month

## How to Import Using Octa Format

### Step 1: Download the Blank Octa Template

1. Open your company in Octa
2. Go to the **Sales** page/section
3. Click the **Import** button
4. Look for the **Octa Sales Format** option in the dropdown/list
5. Click the **Download Template** button (next to Octa Sales Format box)
6. The blank Excel file (.xlsx) will download to your computer

### Step 2: Fill the Template with Your Sales Data

Open the downloaded template — it has these key sheets:

| Sheet            | What it's for                                                                          |
| ---------------- | -------------------------------------------------------------------------------------- |
| **Overview**     | Just info & instructions (Octa ignores this sheet)                                     |
| **Help**         | Super helpful! Explains every sheet and column in detail — read this first!            |
| **Sales**        | Enter **document-level** data (individual invoices, credit notes, etc.) — recommended! |
| **SalesSummary** | Enter **summary-level** totals (only if document-level isn't available)                |
| **SalesHSN**     | Enter HSN-wise summary (only if HSN code and quantity is not specified in Sales sheet) |
| **DocIssued**    | List document number series used in the period                                         |
| **References**   | Master lists for codes (state codes, UQC (unit quantity codes), etc.)                  |

**Color coding in the template makes it easy:**

- **Blue** columns → Mandatory (must fill)
- **Green** columns → Optional (fill if you have the info)
- **Light Blue** columns → Conditional (only required in specific cases, like exports or e-commerce)

> **Tip:** If possible, always import at **document level** including HSN codes (using the Sales sheet) — even for B2C sales.
> Octa will automatically calculate all summaries (B2C, HSN, e-commerce, etc.) for you — accurate and zero effort!

> **Warning:** Never import the **same transaction** at both document level and summary level. This causes **double counting** of
> sales, taxes, and liability — leading to wrong GSTR-1 totals.

### Step 3: Import into Octa

1. Open your company in Octa (same as Step 1)
2. Go back to the **Sales** page
3. Click the **Import** button again
4. From the format dropdown, select **Octa Format**
5. Upload the filled Excel file you prepared
6. Click **Continue** and follow the simple on-screen prompts (Octa will guide you!)

The import is lightning-fast — usually done in under a minute!

## What Happens If There Are Errors?

Octa checks everything before importing. Nothing is imported until the file is error free.

- If issues are found, you'll see a clear **error list** with row/sheet details.
- You can **download an Error Report** Excel file.
- Correct the problems in your template, save, and re-upload — repeat until all errors are gone!

This format gives you maximum control and flexibility — ideal for businesses with complex sales or multiple GSTINs. If
filling the template feels tricky or you need help mapping your data, raise a support ticket — our team can guide you!