Step 1.

Head to the import/ export tab under Global settings. Click on the users tab.

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Step 2.

Download/ open the template, then add or copy your data into the spreadsheet. You only need to fill the required fields.

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Step 3.

The user import/export option provides the ability to set the following columns in the CSV file:

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Step 4.

After you complete and save the spreadsheet, click the Choose file and select the template file you have created. At this point you will have the option to import the file.

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Step 5.

Once any necessary corrections are made, repeat this step using the import option to complete the data import. Once finished you will be notified that the import was a success.

You will be able to view the suppliers on the user list by clicking Users in your Global settings.

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Step 6.

You can also export customers by clicking Export all Customer records.

Modify existing customers information or add new customers, then follow the above steps to import.

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