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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.

  1. From the Invoice menu, select Open Customers List
  2. From the Customer menu, select Import Customers from CSV
  3. Navigate to your .csv file and click the Open button
  4. The CSV Data Fields Preview will show the first line of your document
  5. Click on Click to assign for each applicable field and select an item from the dropdown list that matches the Item Field
  6. If your data does not begin on row 1, enter the correct row in the Data begins on row: textbox
  7. Click OK to import the data

 

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