Importing third parties

You can import third parties (customers, suppliers, employees) in order to complete an existing customer/supplier base and therefore avoid manual data entry in the application.

To import third parties, first download the import template. This template shares important information and presents the only valid file structure for a successful import.

If you want to import data retrieved from an accounting or business management application, make sure that this data respects the structure of the import template.

To import third parties:

1. Access Import third parties.

   Settings > Imports – Import third parties

   Third parties > Customers or Suppliers or Employees >  > Import third parties

2. Download the template (Download import template).
3. Open the file in Excel.
4. Consult the input help article to better understand how to enter the correct values for third parties.
   If you are using your own CSV file, copy/paste the first three lines of the template file into your own file.
5. Insert your third party data starting from line 4.
   Delete the text on line 4 and replace it with your own data.
6. Save the file.
7. Drop the file into the upload area on the Import third parties screen.
8. File analysis begins.

You can view the progress of your import in the Description column.
The status Imported confirms that your third parties data is successfully imported.

To check if your data includes any missing elements, use the menu located at the end of each line.