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