How to Import Data

Your data can be imported to your system. To import, follow these steps:

1. Go to Settings.

2. Under the Import heading on the right side, select the type of import you wish to complete.

• Import Contacts
• Import Accounts
• Import Loyalty Points
• Import Onhands
• Import Manufacturers SKUs
• Import Products
• Import Departments
• Import Categories
• Import Serials
• Import Vendors

 3. Some imports require you to set up the template prior to downloading. In these cases, only include the fields you actually need, and omit the ones you don't. Some imports require you to check boxes, while others require you to ctrl-click the multiple fields you want.

4. Save and download the template. 

5. Put your data in each column of the template you downloaded.

6. Save the completed template as a CSV file.

7. Upload the data.