Table of Contents
Overview
When doing an implementation and importing people and companies
When mass adding people and companies to the system
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
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
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
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
Drag the company spreadsheet over the company form
Respond to the popup with yes (as above)... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import (as above)
Check if the import worked - search for one of the companies.
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