Import Export Function

Import Export Function itcan isbe found across the system

system.

It

refers
1. Clickto the Import/ Export Drop down
2. Select Debtor/Customer Import/Export

You can then delete the existing debtors/ customers and use the template to populate the informationcapability of the New debtors/ customers you wishsystem to add intofacilitate the transfer of data between the ERP system and external files or other systems.

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Import Export Screen

 

Export	You can click the Export button which will return the existing debtors/ customersdata listing into the required template for import
Import Using ID	Once you click Import ID. You will receive a warning. The import using ID refers to including the system ID which should not be changed at any given time.
Select &Upload File	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’information 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 the report button below import to check if all Debtors/the Customersinformation were loaded accordingly
6. When all results are successful and you are happy with the report
7. Your New debtorsdata havewill nowbe been uploadedloaded into the system and you can search for themit in the normal manner.