Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Sales Person Database > Import Sales Person
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Import Sales Person

Instead of create Sales Person record one by one, you may import a list of Sales Person from Excel.

To be able to import the Sales Person data correctly, you will need to use our Template to do the import.

1. Click on button "Import" on the top menu in Sales Person Master page,.
Import Sales Person from Excel

2. On the popup screen, click on "Click here to download our Excel template".
Download template for sales person information

3. There are 3 columns in the Excel template:

a) Sales Name - Name or description of the sales person
b) Phone - Phone number of the sales person
c) Email - Email of the sales person

Sales Person Template

4. Create 2 Sales Person item in the Excel template, save the template file.

Enter sales person information to Sales Person Template

5. On the Import Sales Person page, click button "Browse" and select your Excel file to be imported.

Choose your excel file

6. Then click on button "Import Now".

Import Sales Person Now

7. Once the sales person data imported successfully, you will be notified.

Sales Person imported successfully

8. The imported sales person will be listed on the Sales Person Master page.

Sales Person List

Next : Click here to learn how to export Sales Person List >>
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