Activating the Import Feature:
Click the gear icon in the top menu.
Type in the search field: “Import and export functions for customers and scheduled invoices enabled?”
Enable the function by clicking the checkbox.
Importing Customers:
Go to Sales Invoices -> Customers -> Import Customers.
You can import customers into the program using a CSV file.
Create or download a CSV file from another service, with customer information separated by a specific character.
NOTE! The first row must contain the field names!
Choose the delimiter used between fields — by default, a semicolon ;.
Choose the characters surrounding the fields — by default, quotation marks ".
After uploading the CSV file and defining the delimiter and text qualifier, map the fields.
For each field in Eemel, select the corresponding column from your CSV file.
The following required fields must be filled for the import to succeed:
Name
Street Address
Postal Code
City
Invoicing Method
Reminder Invoicing Method
Default Payment Term
Optional fields can be left blank if no data is available in the CSV file.
If you encounter problems or need further assistance with customer import, don’t hesitate to contact us!