Can I import data from .csv?Yes, you can import data from a .csv file for the following: Invoices, Quotes, Orders, Credit Notes, Customers, or Items.
The steps are the same within each list type. For this example, we are importing a .csv file containing customer data.
- From the Invoice menu, select Open Customers List
- From the Customer menu, select Import Customers from CSV
- Navigate to your .csv file and click the Open button
- The CSV Data Fields Preview will show the first line of your document
- Click on Click to assign for each applicable field and select an item from the dropdown list that matches the Item Field
- If your data does not begin on row 1, enter the correct row in the Data begins on row: textbox
- Click OK to import the data
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