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You can import your Clients or Service/Products in one batch. The imported file has to be an Excel file (XLS or XLSX), and the data must be sorted in columns.

Please make sure that entries with numbers (such as price, quantity, or tax) contain only numbers. There should be no symbols like $, € or % or empty spaces. 

Some entries are mandatory, such as name, price, country code or quantity. 

Importing an Item or Client overwrites an Item or Client with the same name in your account.

Before importing a large number of data, we recommend to try it with a smaller sample first. 

  • Go to the Client , Services or Products  section and click on Import

  • In the Import section select columns to match your import file columns
    (e.g. Name in column B, Street in column D, Tax ID number in column A, etc.,)

  • Select whether your import file has a header

  • Click on Browse to locate your import file and click on Import

  • If your data was imported successfully, a green message appears

  • An email message will be sent to you to inform you about how many items were successfully imported

You can download a sample item import or sample client import here.

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