OCTA GST

Importing Sales Register

GSTR-1 Format

The official GST Portal provides an Offline Tool to prepare GSTR-1 return. Many popular ERPs and accounting software (like Tally, Busy, Marg, and others) can export your sales data directly in this same GSTR-1 format — an Excel file with multiple sheets covering different sections of your outward supplies.

If your ERP supports this format, you can upload the file straight into Octa without any changes! Octa imports both document-level data (individual invoices such B2B/SEZ/Export) and summary-level data (like totals for B2C or HSN).

Important Note: This format is designed for one GSTIN and one tax period per file. If you have multiple GSTIN registrations, generate and import each GSTIN's file separately for the correct period.

How Octa Handles GSTR-1 Format Data

Your exported file usually contains several sheets (e.g., B2B invoices, B2C summaries, credit/debit notes, HSN details, etc.).

Octa reads these sheets automatically and pulls in:

  • Individual invoice details (document level)
  • Ready totals and summaries (summary level)

This makes preparing your GSTR-1 in Octa quick and reliable — Octa builds all required reports from the data.

How to Import GSTR-1 Format File

Step 1: Generate the GSTR-1 File from Your ERP

  1. Open your ERP/accounting software (Tally, Busy, Marg, etc.).
  2. Go to the GST Reports, Tax Reports, or Statutory Reports section.
  3. Look for the option to export GSTR-1 (or GSTR-1 Offline Return, Excel for GST Offline Tool).
  4. Select the correct tax period (month/quarter) and your GSTIN.
  5. Export/save the file as Excel (.xlsx).

Exact steps vary by ERP — check your software's help guide or contact your ERP vendor/support for precise instructions on exporting in GSTR-1 format.

Step 2: Import into Octa

  1. Open your company in Octa
  2. Go to the Sales page
  3. Click the Import button
  4. From the format dropdown, choose GSTR-1 Format
  5. Upload the Excel file you exported from your ERP
  6. Select the GSTIN this file belongs to
  7. Choose the Period (month/quarter) — make sure it matches your GST return filing period
  8. Click Continue and follow the easy on-screen instructions

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

Avoid re-importing summary-level data (e.g., B2C totals, HSN summaries) multiple times. Re-importing summaries doesn't update the existing amounts — it adds them again, causing duplicate totals and incorrect GSTR-1 figures. Import summaries only once!

Quick Tips

  • Multiple GSTINs? Generate separate files for each GSTIN and import one by one.
  • Errors during import? Octa shows clear messages with row/sheet details — fix in your original file, save, and re-upload.
  • Not sure if your ERP supports this? Please contact your ERP vendor and ask whether it support exporting sales data in GSTR-1 offline tool Excel format.

This is one of the most accurate and hassle-free ways to bring your sales data into Octa — perfect for most Indian businesses using standard ERPs.