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Importing CSV

Following objects can be imported from a CSV file.

  • Clients/Suppliers
  • Items

To import clients/suppliers

  1. Select Contacts from the left source list.
  2. In the tab above the clients/suppliers list
    • Select the Clients tab if you want to import clients.
    • Select the Suppliers tab if you want to import suppliers.
  3. Click the plus (+) button under the clients/suppliers list.
    A menu will popup.
  4. Select Import from CSV...
    A file select dialog will open.
  5. Choose a file CSV and click Open.
    The CSV import dialog will open.
  6. Setup import fields and click Import.

If the CSV field Is Supplier is not assigned, the import process will use the tab decision, as described in step 2.

To import clients/suppliers

  1. Select a catalog or smart catalog from the left source list.
  2. Click the gear button under the items list.
    A menu will popup.
  3. Select Import Items (CSV)....
    A file select dialog will open.
  4. Choose a file CSV and click Open.
    The CSV import dialog will open.
  5. Setup import fields and click Import.

If the CSV field Catalog Name is not assigned, the import process will use the selected catalog and import all items into that catalog.

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