How do I update my customer/supplier list?

Step 1: Go to 'Master tables'.

Go to 'Configuration' in the menu. Click on the tab 'General'. Please click on the 'Open' button next to master tables. 

Step 2: Select the master table.

Please select the master table that you would like to update. For example, if you want to add a new customer please select the customer table.

Step 3: Import your list.

For this example, we want to update our list of customers. Please select 'Import' and upload your CSV file.

Step 4: Match the column.

When you uploaded your CSV file, please match the columns for your CSV file to the master table. Then select in the 'Matching columns' the column where you want to match the data. Advice: Use a column where numbers are used, because this makes the chance of spelling mistakes less. When you are done, please click on 'Save'. 

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