Note
It is best to do a single line spreadsheet as a test - using information you will later delete - in order to be sure the results are what you expect after the upload.

First get the data into the spreadsheets

See Attachments to this page and download them

Note
The Reference field needs to be unique for each record - if any reference field already exists in the system the record will not be imported.

People First

Drag the person spreadsheet over the person form

...

Check if the import worked - search for one of the people.

...

Drag the company spreadsheet over the company form

...

Check if the import worked - search for one of the companies.

Drag the relationship XLS over the Debtor Form, respond to the popup to load the file to the session and then Administrator menu to create.

The excel sheet is simple with:

Attachments