Posted 8 years ago by AccountsPortal Gidon
Importing a CSV (comma delimited) file is an efficient and time-saving option when creating customers and suppliers. The import tool simplifies the exercise of moving your customers and suppliers across from your previous accounting system. To assist with this process, you should download the template file provided. The template contains field headings which correspond to the fields maintained when manually creating customers or suppliers.
Navigate to the Customers/Suppliers tab and click on the Import button.
Open the template in a spreadsheet program and insert customer/supplier data. Resave the file as CSV (comma delimited) file with a .csv file extenstion. Select the file, upload it, review the errors and finally import the data.
Click here to view the full help document containing the rules and tips for importing customers and suppliers.