Import & Export

At the top of the settings page you will see the Import & Export button.

For fast order entry you can import your customers and items.

Import

  • Click Import.
  • Select either Customer or Items from the drop down.
  • Download the excel file.
  • Fill in your data into the rows of the spreadsheet.
  • Upload the file and your data will be imported.

Export

  • Choose to export you customers, customer orders, customer order items or items.
  • Select the format you want to export your data in (excel, CSV or tab delimitated)
  • Enter a from and to date, if required.
  • Click Save.
  • In the table select the row and click the download button.
This feature is available on all plans and all editions.
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