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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

Importing Customers

Import File option helps import the customer information using the .csv file that follows the customer details data structure.

Example of customers bulk import template

ID Name Parent ID Group Name Owner ID Tax Code Account ID VAT ID Payment term Label
1111 Company A 111 All Customers 111 FOREIGN_GOVERNMENTS 1111 VAT ID net 60

To import a bulk of customer information:

  1. In the main menu, navigate to Customers > Customers. The customer list opens.

  2. Click Import File on the top right.

  3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

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  4. Click Export Template to download a sample .csv file with the necessary headers.

  5. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

  6. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  7. Launch import: After successful validation, click Import File.

  8. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

Browse maintained versions:3.01.6

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