Import Customer or Vendor
Step 1:
- First, go to the sales invoice dashboard then select Clients from the menu on the left.
Step 2:
- Click on Import Customers or Vendors.
Step 3:
- Click on Download a File.
Step 4:
- Open the downloaded file.
Step 5:
- Select the data you want to import and then paste it on the downloaded Excel.
Step 6:
- Next, click on Choose File and select the file you want to import.
Step 8:
- A success message will appear on the screen saying that the records have been imported successfully.
- Then click on Go to Master.
Step 9:
- The Client Summary will have the list of all the clients you imported.