DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Importing customers and suppliers from another business file


#1

Can someone assist me. I want to start a new set of accounts. Can I import suppliers and Customers form my last set and if so how do I do it?.

I do not want to do them again one by one.


Importing List of customers - No Customer Code
#2

When you go to Customers or Suppliers tab, there is Export button in bottom-right corner which will allow you to export your customers/suppliers to a spreadsheet.

Then you can import this spreadsheet to new business file, see: http://www.manager.io/guides/miscellaneous/importing-spreadsheet/

Another option is to do it through API but that’s a bit more complicated as it requires some programming.


#3

I was trying to copy my list of bank accounts and cash accounts to a new file. but i could not find the export button under these tabs. How can i do that.