Is easy way to import large amount of data without manually enter one by one. To use Import
option go to main menu then Tools and select Import Customers or Products. Program uses
CSV files to import (semicolon delimited - ;).
In order to import customers follow the steps
Clik "Save CSV Template" button to get CSV file that you can use to import data. Open
it in Excel or Libre Office calc. Fill available columns by your data and save. 11
columns are required: Name, Tax Number, Address, City, State, Post Code, Country, Phone,
Mobile, Email, Note . If you don't need fill some coulmns by data don't delete them,
just left them empty.
Load prepared document by "Load CSV File" button. See preview if the data are in correct
columns as you expected.
If preview looks Ok click on Import Data button. After import finished there can be
necessary close and open Customers & Suppliers module to refresh view.
If you want import suppliers instead customers select Import as Suppliers option before
Rules and steps to import Products are the same like for customers but only 12 columns are required:
Code, Name, Description, Category, Units, Price, Price2, Price3, Price4, Tax rate, Stock, Cost.
Note 1: Tax rate must be definied on your taxes list in configuration
Note 2: Category will be added to Categories module if has not exist before.
You can also export your Customers and Products from program to CSV file. Exporting is very easy just
select Tools and Export from main menu to save csv file which contains list of products or