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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
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- Cards only will create Company Cards or Person Cards only
- Suppliers - will also create suppliers (creditors)
- Customers - will also create customers (Debtors)
- Delivery name, delivery street, delivery street2, delivery postcode, delivery state, terms
Check if the import worked - search for one of the people.
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