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 contacts.
Navigate to the Contacts tab and click on the Import button.
Click on the link to download the template file. It is advisable to open the file using a spreadsheet program like Excel. This will automatically recognise the commas in the CSV file and split the fields into columns. Enter or copy and paste your input data into the relevant fields.
The following rules and tips should be considered:
The above file viewed in a text editor such as Notepad would appear as follows:
Click on the Browse button and select the saved CSV file. Click the Import button. You will be notified if there are any errors, which you will have to rectify before proceeding. The import has not yet taken place and can be cancelled in order to amend the file.
Click the Complete import button to import the Customers and/or Suppliers. A message will be displayed if the process has successfully completed.