This template lets you import your clients and suppliers' companies company information like contact details, billing details, and custom field values.
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| Note that only the fields with an asterisk are mandatory. |
In the document, you will notice different sections symbolized by different colors:
Note that only the fields with an asterix are mandatory.
Company details:
Contact details:
Billing details:
Invoicing & Accounting details:
Supplier's domains:
Should match the domains configured on your environment. If you need to enter a sub-domain, here is the format: 'Domain/Subdomain'.
Custom field values:
The system will display in the template one column per 'Company' custom field you would have configured on your environment.
