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Importing clients and suppliers


#1

With QuickFile there is a very simple way to import all your clients and suppliers. The Data Import Wizard allows you to upload a CSV Spreadsheet with a list of all your clients and suppliers.

Here’s how to use the Data Import Wizard:

  1. From your dashboard click on the account settings menu item then click on the link ‘Data Import Wizard’. You will be presented with a number of options.

  2. In this example we will import a list of clients.

  3. You will now see an upload dialogue box.

  4. The CSV file should contain any permutation of the following columns (* Please note some are mandatory).

  • Company Name *
  • Address Line 1
  • Address Line 2
  • Address Line 3
  • Town
  • Postcode
  • Country ISO Code (e.g. GB)
  • VAT Number
  • Account Number
  • Contact first name [Must be supplied together]
  • Contact surname [Must be supplied together]
  • Contact email [Must be supplied together]
  • Contact telephone
  • GoCardless Mandate ID

Here is an example of the CSV file in Excel:

  1. Browse for the CSV file on your hard drive then click to upload.

  2. You will now see a short preview of your file along with some drop down columns to enable you to map the data to the accepted columns shown above.

  1. Now click save to import your clients.

Don’t forget you can do the same for suppliers, the option is available in the Data Import Wizard area. The Import tool also has a built in feature to prevent any duplicate records from being created.

You can also import sales and purchases here .


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