Starting from scratch is never fun. That’s why we give you the option to bulk upload your customers, products and suppliers lists.
Simply download the list template into your download folder in your system software. Open the template file in your preferred application. We recommend Microsoft Excel or Numbers for Mac users. Use it as a reference to add your customers, products or suppliers.
The reason for using a template is to ensure all the columns and rows are correct so there will be no missing fields or conflicts.
Once you have completed the template, you can easily upload it, using the upload function. Your lists are now ready to use.