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Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Customer Database > Import Customer
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Getting Started Company Information Definition Add New Company Open Company Update Company Delete Company Add Company Logo Remove Company Logo Set System Data Default Document Setting Payment Terms Inventory Category Tax Reference Code Email Format Setup Email Server Personal Preference Inventory Database Definition Add new Inventory Update Inventory Delete Inventory Add Inventory Photo Remove Inventory Photo Import Inventory Export Inventory Customer Database Definition Add new Customer Update Customer Delete Customer Add Customer Photo Remove Customer Photo Import Customer Export Customer Sales Person Database Definition Add new Sales Person Update Sales Person Delete Sales Person Add Sales Person Photo Remove Sales Person Photo Add Sales Person Signature Remove Sales Person Signature Import Sales Person Export Sales Person Quotation Definition Draft Quotation Generate Quotation Update Quotation Delete Quotation Duplicate Quotation Customize Template Invoice Definition Draft Invoice Generate Invoice Update Invoice Delete Invoice Duplicate Invoice Import From Quotation Generate Delivery Note Receive Payment Recurring Invoice Customize Template Credit Note Definition Draft Credit Note Generate Credit Note Update Credit Note Delete Credit Note Duplicate Credit Note Import From Invoice Customize Template Security Set Password Data Backup |
Import CustomerYou may import list of customer records to the system from Excel. This save the time to create the customer record one by one.To be able to import the Customer data correctly, you will need to use our Template to do the import. 1. Click on button "Import" on the top menu in Customer Master page,.  2. On the popup screen, click on "Click here to download our Excel template".  3. There are 6 columns in the Excel template: a) Customer Name - Name or description of the customer b) Phone - General phone number of your customer c) Fax - General fax number of your customer d) Email - General email of your customer e) Billing Address - Address where the invoice will be sent to f) Shipping Address - Address where the delivery note will be sent to g) Payment Terms - Default Payment Terms of the customer. The Payment Terms value must be same as the Payment Terms Name set in Setting > Payment Terms. If the system could not match the data, a new Payment Terms will be created h) Tax Name - the name of the tax that applied to this customer i) Tax No - company tax number of this customer j) Contact Name - name of the primary contact person k) Contact Phone - phone number of the primary contact person l) Contact Fax - fax number of the primary contact person m) Contact Email - email of the primary contact person Recommendation : Enter the organization name in "Customer Name" column, and enter contact person information in "Contact Person" section. One customer record may have multiple contact person information.  4. Create 2 Customer item in the Excel template, save the template file.  5. On the Import Customer page, click button "Browse" and select your Excel file to be imported.  6. Then click on button "Import Now".  7. Once the customer data imported successfully, you will be notified.  8. The imported customer will be listed on the Customer Master page.  Next : Click here to learn how to export Customer List >> |
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