Here’s how to use the Data Import Wizard:
From your dashboard click on the account settings menu item then click on the link ‘Data Import Wizard’. You will be presented with a number of options.
In this example we will import a list of clients.
You will now see an upload dialogue box.
The CSV file should contain any permutation of the following columns (* Please note some are mandatory).
Here is an example of the CSV file in Excel:
Browse for the CSV file on your hard drive then click to upload.
You will now see a short preview of your file along with some drop down columns to enable you to map the data to the accepted columns shown above.
Don’t forget you can do the same for suppliers, the option is available in the Data Import Wizard area. The Import tool also has a built in feature to prevent any duplicate records from being created.