If you encountered an issue importing the customers list or suppliers
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- You must verify the source file to ensure that it has not been modified after uploading it.
- You must ensure that phone numbers start with zero correctly. In some cases, removing the zero may cause the import to fail.
- Check the following:
- Make sure that the file is in the correct format (such as CSV or Excel) and that it matches the required data structure.
- Make sure that all required fields in the file have been filled in correctly.
- You will receive an email that explains the errors in the file and you can fix them and re-upload the file.
Here is a training course that explains how to import and export data and includes the following sections:
Import Chart of Accounts 1:01
Export Chart of Accounts 13:01
Import Journal Entries 14:01
Import Products 21:51
Export Products 27:42
Import Customers 28:39
Export Customers 32:57
Import Suppliers 33:33
Export Suppliers 35:24
Import Fixed Assets 36:00
Export Fixed Assets 40:29
Import Opening Balances 43:58
Export Chart of Accounts 13:01
Import Journal Entries 14:01
Import Products 21:51
Export Products 27:42
Import Customers 28:39
Export Customers 32:57
Import Suppliers 33:33
Export Suppliers 35:24
Import Fixed Assets 36:00
Export Fixed Assets 40:29
Import Opening Balances 43:58
Keywords for inquiry:
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I tried uploading the customers file but got an error, what’s the reason?
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Why won’t the suppliers file upload?
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How can I make sure the import file is ready?
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The system rejects importing the file, is there a way to know what the error is?
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Does the phone number have to be in a specific format?
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Do I have to fill in all fields in the import file?
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Can I edit the customers file after downloading it from the system?
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My file is in Excel format, but it’s not accepted?
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I received a message with customer and supplier import errors, what should I do next?
