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Respond to the popup with yes... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import
- Cards only will create Company Cards or Person Cards only
- Suppliers - will also create suppliers (creditors)
- Customers - will also create customers (Debtors)
Check if the import worked - search for one of the people.
Companies Next
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Why do companies after doing contacts? There is a reference field that may link a person to a company - The link is only created if the reference field is the same in the person and the company sheet. This reference number can be anything and may come from your source system |
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