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Import and Export data

Is easy way to import large amount of data without manually enter one by one. In order to import data select Tools from upper menu and next Import Customers or Products. Program uses CSV files to import (semicolon delimited - ;).

Import Customers
1. Clik "Save CSV Template" button to get CSV file which 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.
2. Load prepared document by "Load CSV File" button. See preview if the data are in correct columns as you expected.
3. 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.

There is also possibility import Suppliers instead of Customers. Just select "Import as Suppliers" option before import process.

Import Products
Rules and steps to import Products are the same like for Customers but only 8 columns are required: Code, Name, Description, Category, Price, Tax rate, Stock, Cost.
  • Note 1: Tax rate must be definied on your taxes list in configuration before import.
  • Note 2: Category will be added to Categories if not exist before.
  • Export data

    You can also export your Customers and Products from program to CSV file. Exporting is very easy just select Tools and Export from upper menu to save file where you want.