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