Moiboo

Moiboo

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Import Customer from Excel

This is where you can import Customer.

Step 1 : Click Settings

Step 2 : Click Income

Step 3 : Click Customer under customer settings tab

Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save