{"id":8517,"date":"2024-03-27T11:57:47","date_gmt":"2024-03-27T09:57:47","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/importing-customer-or-supplier-list\/"},"modified":"2024-03-27T11:57:47","modified_gmt":"2024-03-27T09:57:47","slug":"importing-customer-or-supplier-list","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/importing-customer-or-supplier-list\/","title":{"rendered":"Importing a customer or supplier list into the program"},"content":{"rendered":"\n
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This guide explains how to import larger numbers of customers or suppliers into SimplBooks.<\/strong><\/p>\n\n\n\n

In SimplBooks, the same company or person can be both a customer and a supplier.<\/p>\n\n\n\n

A supplier list is imported the same way as a customer list, but the contact can be changed to a supplier after import if needed.<\/div><\/div>\n\n\n\n

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IMPORTING THE CUSTOMER AND SUPPLIER LIST<\/strong><\/h4>\n\n\n\n

You can import customers and suppliers into the program as a CSV or XML file.<\/p>\n\n\n\n

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You can import customers or suppliers by going to Business Partners > Customers and Suppliers > Actions > Import Customers.<\/p>\n\n\n\n

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Select the file to import and click “Import” at the bottom.<\/p>\n\n\n\n

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Assign column headers using the dropdown menus. There are two required fields:<\/p>\n\n\n\n