{"id":9363,"date":"2021-08-18T08:38:04","date_gmt":"2021-08-18T08:38:04","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/code\/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\/code\/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-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"696\" height=\"395\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/08\/image-1058.png\" alt=\"\" class=\"wp-image-9364\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1058.png 696w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1058-300x170.png 300w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"698\" height=\"372\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/08\/image-1059.png\" alt=\"\" class=\"wp-image-9365\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1059.png 698w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1059-300x160.png 300w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"697\" height=\"239\" src=\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/08\/image-1060.png\" alt=\"\" class=\"wp-image-9366\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1060.png 697w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2021\/08\/image-1060-300x103.png 300w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 1 : Click Settings Step 2 : Click Income<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 3 : Click Customer under customer settings tab Step 4 : Click Import Customer<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5 : Click Choose file<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6 : you can import the excel file<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(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)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 7 : Fill the relevant details &amp; Save<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4632,"menu_order":52,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9363","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9363","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=9363"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9363\/revisions"}],"predecessor-version":[{"id":9367,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9363\/revisions\/9367"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/4632"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=9363"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=9363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}