🙂Personal Accounts Import

This article will guide you on how to import personal accounts

Before you import customers, make sure that you have reviewed how to set up customer settings which can be found under Accounting Settings.

  1. Go to Settings > Import > Personal Accounts

  2. On step 2 of the import data process you will presented with 3 options to import inventory pertaining to how duplicate records should be handled.

  3. If you do not have any import files prepared, you can download the appropriate template by clicking on Download Accounts Template

  1. When you are ready to import click Associate File, this will open an file explorer so that you can select the import file.

  1. Click Next

  2. On this screen the import file will be checked for any errors. It will indicate how many rows are OK and how many have ERRORS. If there are errors listed, click on Download Error File, which will generate a file that indicates the errors on each row. Make the required changes and then press Import New File, alternatively you can restart from step 1 with the corrected file.

NOTE: Import errors will be listed on the first column

  1. If all rows are OK and there are no errors, proceed to import by pressing Import Now. There will be a progress bar indicating the current progress, please leave the webpage open to complete processing.

  2. Upon completion an Import Summary will be displayed which will indicate how many successful or failed records were imported.

🏢Commercial Accounts Import📇Commercial Contacts Import🏷️Importing Inventory

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