Import Data
In order to import data from e.g., other accounting software or Excel, please read this description thoroughly.
A successful import will save you much time, but it is important that the data is configured correctly beforehand. Data can be imported for suppliers, customers, products, budget figures and day books.
To be imported data must be configured correctly in Excel or other software that enables you to save in comma delimited (csv) format.
Details about importing specific data
| Type of Importation - Customers | Click links for further Help |
|---|---|
| Importing customer names and addresses | Import of Customers |
| Importing customer contact details | Import of Contact Persons |
| Type of Importation - Suppliers | Click links for further Help |
| Importing supplier names and addresses | Import of Suppliers |
| Importing supplier contact details | Import of Contact Persons |
| Type of Importation - Products | Click links for further Help |
| How to import your product list | Product lists |
| Import of product currency prices | Import of product currency prices |
| Import of special prices - Price list/group (in Stock management module) | Import special prices |
| Type of Importation - Accounts | Click links for further Help |
| Create your own default setup by importing your own COA's | Import your own Chart of Accounts |
| Import your budgets direct from excel | Budgets |
| Type of Importation - entries | Click links for further Help |
| Download and import your bank statements or credit cards | Bank Statements |
| Import different types of journal entries, such as your Opening/Closing trial balance | Import open/close balances |
| Import sales transactions | Importing manual customer invoices |
| Import customer receipts | Importing customer payments |
| Import supplier invoices | Import supplier invoices |
| Import supplier payments | Import supplier payments |