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