Imports
What are imports?
Imports are an easy way to bring large amounts of data into the system. The most common imports are the Inventory and the Customer Imports.
How to do an import
- Download template from Settings → Imports → Customer/Inventory
- Each import has columns that are required
- If import has errors, download the report which will show you the errors in the last column and how to fix them
- Imports will not create duplicates, if the system finds a duplicate it will edit the customer/inventory appropriately
Customer required columns:
- Customer Name
- First name
- Last name
- At least one form of contact i.e. mobile number or email address
Inventory required columns:
- Description
- Category
- Subcategory