E-way Bill

How to import Clients in HostBooks E-Way Bill Software?

Step 1:

Go to Clients on the left

step 1

Step 2:

Click on Import Customer or Vendor at the top right.

step 2

Step 3:

Next, click on Download a File on the right.

step 3

Step 4:

Open the file that you just downloaded.

step 4

Step 5:

The file is in the form of an Excel sheet that has various fields like.
You might have your client data saved in another file.
Now you need to open that file and copy the data in the Excel sheet.

step 5

Step 6:

Then, click on Choose File and then click on Open to upload the Excel sheet.

step 6

Step 7:

YYou can view your imported clients through Go to Contact Master.

step 7

Step 8:

So, this is how you import your clients into HostBooks E-Way Bill software.

step 8