Title:

Customer Records Import

Products: Hallion Paramo 'Pro', 'WRC'
Last Updated: 10 April 2015
Related Links: Importing Files Notes

Customer records can be entered manually, or imported from a CSV comma separated file, or a Excel File Worksheet.   New customers can be added with any currency in trading currencies   

Importing Files into the Preview

  1. Set defaults: Currency, TaxLocation, Region, Price Type and Shipping Method
  2. If the opening balance (debit balance) is not known, use Zero (or omit for xls/xls files). It can be entered later from the General Journal
  3. A customer record can imported with a matching invoice address and ship to address. To generate an xls template, click on the Template button.
  4. Import the file into the preview.
  5. Check for any errors by clicking on the validate function.
  6. Update entries in the Preview
  7. Click on Save All.

Import File Select

Import Records File Select

Customer Records Import

Customer records import