This option will allow you to import creditor (supplier / vendor) accounts from a valid an Excel spreadsheet in the Excel Workbook (xlsx) file format. You may then add new creditor (supplier / vendor) accounts, edit existing creditor (supplier / vendor) accounts and import it back into your Set of Books.

To export debtor (customer / client) and / or creditor (supplier / vendor) accounts to a Excel Workbook (xlsx) file: 

  1. Open the Set of Books in which, you wish to import debtor (customer / client) accounts and creditor (supplier / vendor) accounts from a valid a spreadsheet export file.
  2. On the Setup ribbon, select Import. 
  3. Select "Debtors/Creditors" as the "Data type to import".   

 

  1. Click on the Excel import export button. The Excel spreadsheet will be displayed with the column headings (database table) for the debtor (customer / client) accounts and creditor (supplier / vendor) accounts (without any data).

  1. On the "Data Import Export" screen, click on the Open icon to select a valid Excel Workbook (*.xlsx) file. 

You may click on the "Show preview pane" icon on the "Open" screen to display a preview of the selected file to open (import) in the "Data Import Export" screen..
  1. The data of the debtor (customer / client) accounts and creditor (supplier / vendor) accounts included in the valid Excel Workbook (xlsx) file, will be imported (populated) into the spreadsheet ("Data Import Export" screen). 

  1. Click on the Import icon. 

Optional - Show data before import setting 

The "ImportCheck" screen (if the Import the "Show data before import" option was selected (ticked) on the "Data Import Export" spreadsheet screen) is displayed:

Click on the All or OK buttons to start the import process.  

  1. Once the import process is finalised, Column A will be in a green background colour.
  2. Close the "Data Import Export" spreadsheet screen.  
  3. You may go to Debtors (Default ribbon)  to view and / or edit the imported debtor (customer / client) accounts. You may go to Creditors (Default ribbon)  to view and / or edit the imported creditor (supplier / vendor) accounts.