To import Customers from the Admin / Manage Import Routines amd Admin / Import Data menu options use the Account Type field in the routine and set this to 1 in the import file for Individuals and 0 for Organisations.
Articles in this section
- Customer Sales Analysis Reports and Their Data Source
- Customer Credit Management
- How Do I Copy A Quote
- Customer Contact Management is Running Slowly
- Editing Posted Invoices
- Costs Not Showing on Quoted Job
- Sales Analysis Reports and Rounding
- Sales Analysis Reports Including Head Office Account
- Mitre 10 Export
- Can I Undo Matched Credits and Invoices?