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.
- 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.
- 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.