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Ask the system to do the import

Note
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titlePerson only import

When importing Persons - will not be prompted to create debtors or creditors - these are autocreated when transactions are first entered and do not normally require additional information


Note
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titleImporting Companies

Note - when importing companies - more information is required than importing person debtors:

  • 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, term, term type (invoice, EOM, ROG)


Image Modified


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

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