{"id":6907,"date":"2021-07-19T05:20:22","date_gmt":"2021-07-19T05:20:22","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/elements\/import-customer-from-excel\/"},"modified":"2023-08-04T17:11:03","modified_gmt":"2023-08-04T11:41:03","slug":"import-customer-from-excel","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/docly-documentation\/elements\/import-customer-from-excel\/","title":{"rendered":"Import customer from Excel"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This is where you can import Customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"523\" height=\"297\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/07\/image-624.png\" alt=\"\" class=\"wp-image-6908\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-624.png 523w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-624-300x170.png 300w\" sizes=\"(max-width: 523px) 100vw, 523px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"524\" height=\"281\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/07\/image-625.png\" alt=\"\" class=\"wp-image-6909\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-625.png 524w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-625-300x161.png 300w\" sizes=\"(max-width: 524px) 100vw, 524px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"524\" height=\"180\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/07\/image-626.png\" alt=\"\" class=\"wp-image-6910\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-626.png 524w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/07\/image-626-300x103.png 300w\" sizes=\"(max-width: 524px) 100vw, 524px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 1 : Click Settings<br>Step 2 : Click Income<br>Step 3 : Click Customer under customer settings tab<br>Step 4 : Click Import Customer<br>Step 5 : Click Choose file<br>Step 6 : you can import the excel file<br>(Import excel format : Customer Code, Title,Customer Type, Name ,<br>Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2,<br>Address Line 3, Country, City, Province\/State, Postal\/Zip Code, Tin Number,<br>Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger,<br>Executive)<br>Step 7 : Fill the relevant details &amp; Save<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is where you can import Customer. Step 1 : Click SettingsStep 2 : Click IncomeStep 3 : Click Customer under customer settings tabStep 4 : Click Import CustomerStep 5 : Click Choose fileStep 6 : you can import the excel file(Import excel format : Customer Code, Title,Customer Type, Name ,Company, Email, Email 2, Mobile, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2744,"menu_order":87,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-6907","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=6907"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6907\/revisions"}],"predecessor-version":[{"id":6911,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6907\/revisions\/6911"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2744"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=6907"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=6907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}