User Guide

How to import Customer?

  • Click on "Customer/Payee" from main menu and Select "Import Customer"
    Import Customer
  • Import Customer List window will appear on the screen.
  • Click on [.....] button to import the customer list, and select the excel file and open it.
  • Click on "Import" button to import the excel file.
  • Click on 'Column Mapping' Button to Map the columns with existing database and the users excel sheet.
    Import Customer Detail
  • Click on 'OK' Button to confirm the Column Mapping. Select "Share with all company" if the user wants to share these Customer details with the other companies.
    Customer detail
  • Click on 'INSERT' Button.
  • It will prompt "Customers information has been imported successfully .
    Customer details
  • Click OK
    In excel file, customer list should be entered in proper format

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