Inport customers from data base

[pelican]

how do i do the above

[QFMathew]

Hi @pelican

It depends on your database itself. Are you able to export the data as a CSV file?

A CSV file is pretty flexible in that it can be read by spreadsheet software and be edited. It may need a bit of tweaking, but providing the data can be separated into the columns in our guide (below), then you should be able to import it all OK.

The list of columns and how to perform the import can be found here:

Importing clients and suppliers

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: 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. In this example we will import a list of clients. You will now see an upload dialogue box. [image] …

I hope this helps.