Debtors Setup Import

 To import multiple new debtors/ customers accounts into the database, follow the below procedure:

Go to DebtorsDebtors/Customer Module> Configuration> DebtorDebtor/Customer Setup> Import/ Export Drop Down

1. Click the Import/ Export Drop down

2. Select Debtor/Customer Import/Export

SelectYou Debtor/can Customerthen Importdelete /the Exportexisting Dropdebtors/ Downcustomers and use the template to populate the information of the New debtors/ customers you wish to add into the system

You

canthenexisting debtors and use the template to populate the information of the New debtors you wish to add into the system

Once you have the worksheet populated with the respective new debtors’ details, save the file as a normal Excel file.

Then go back to the Debtors Import/ export function (Above Screen shot)

Export	You can click the Export button which will return the existing debtorsdebtors/ customers listing into the required template for import
Import Using ID
Select delete&Upload theFile	Click the Select File Button to open your file explorer: search and select the import file you saved in the above step.
Verify	Click the Verify button – to check for any errors on the import file
Import	Allows you to be able to import debtors/ Customers to the system

1. Once you have the worksheet populated with the respective new debtors’ details, save the file as a normal Excel file.
2. You should get a successful result returned.  If not, correct the file, resave the file and retry the Verify
3. If there are any errors when you click verify

   then you can click on report to see what is causing issues

4. Once Verify is successful, click the Import Button




5. Then

   click Thisthe shouldreport alsobutton returnbelow aimport to check if all Debtors/ Customers were loaded accordingly

6. When all results are successful result
   and

   Closeyou are happy with the window

   report
7. Your New debtors have now been uploaded into the system and you can search for them in the normal manner.