Importing Client and Supplier Companies

This template lets you import your clients and suppliers' company information like contact details, billing details, and custom field values.

Note that only the fields with an asterisk are mandatory.

In the document, you will notice different sections symbolized by different colors:

Company details:

Contact details:

Billing details:

Invoicing & Accounting details:

Supplier's domains:

Should match the domains configure d 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.