Export/Import Suppliers and Customers List.

Export/Import Suppliers and Customers List.

Export/Import Suppliers and Customers List

Exporting Suppliers and Customers List from one company and Importing it into another Company

Step 1. Select Suppliers and Customers List to Export

Make sure you are in the company with the Suppliers and Customers list you wish to export
  1. Click on the  File > Companies  menu option and select the company
  2. Click on the  Setup > Suppliers and Customers  menu option
 

Step 2. Select Export

Click on the  Export   button at the bottom of the page

 

Step 3. Select the Company you wish to Import

Change the company to the one into which you wish to import the Suppliers and Customers list
  1. Click on the  Setup > Suppliers and Customers  menu option
  2. Click on the  Import  button at the bottom of the screen
  1. Click on the Display Import File button and select the file you exported above
  2. Click on the OK button for the following prompt:
  1. Click on the Import Data button


Article ID 1309