Importing Suppliers/Customers from another Business

[tpnicholls50]

I can export these files in tsv format and convert to xls format but there is no import button in the new business. How do I proceed please?

[Tut]

Use the Batch Create button in the Customers or Suppliers tabs:

This Guide describes the process for inventory items. Procedures are similar:

Using batch operations on inventory items

You can create, update or delete inventory items by batch. When viewing the Inventory Items tab, you will see three buttons in the bottom-right corner. [image] Once you click the Batch create button, you should firstly download the empty spreadsheet template so you know what columns are required. [image] Once you open the empty spreadsheet template, you can enter the data. [image] Then copy and paste the data from the spreadsheet into Manager. [image] When you click the Next button, you …

Also, there have been several discussions on this topic in the forum. Search for them for more information.

[tpnicholls50]

Thank you. I was uncertain how to use the batch function, but it has worked fine. Saved all that double entry !