1. Purpose
The shop can import list of customers in an Excel file to the program. It is usually applicable to the shop which has just used the program and manages their customers in an Excel file.
2. Instruction steps
To import list of customers from an Excel file, please follow these steps:
Step 1: Prepare an Excel file
1. Select Utilities\Customer.
2. Click Import.
3. Download the Excel template file and copy the customer debt balance to this file.
Step 2: Import debt balance to the program
1. Select Utilities\Customer.
2. Click Import.
3. Select Source file to upload the Excel file.
4. At the step Check data, the program will show valid and invalid rows (for the invalid rows, they will not be imported).
5. Click Continue.
6. At the step Complete, the program will automatically import valid rows and notify of import result.
