Import Customers/Suppliers from CSV/Excel fileby Softhealer Technologies https://www.softhealer.com
• Invoicing (account)
|Lines of code||577|
|License||See License tab|
|Also available in version||v 14.0 v 10.0 v 9.0 v 11.0 v 8.0 v 13.0|
This module is useful to import Customers/Suppliers from CSV/Excel. You can import custom fields from CSV or Excel.
You can choose the customers/suppliers method, if you want to create new customers/vendors then choose "create customer/vendor" & if you want to update customers/suppliers then choose "create or update customer/vendor", You can update customers/suppliers by(name, email, phone, mobile).
First, you need to tick the "Import Customers/Suppliers" group to import the customers/suppliers.
"Import Customers/Suppliers" menu in the orders.
When you click the "Import Customers/Suppliers" menu, the wizard will open and it looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following fields are imported.
The following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
The "GSTIN" & "Tags" custom fields are imported.
Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.
Your Excel file format looks like below.
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