CustomBooks

Data Import Tool
Data Import Tool - Duplicates Handling (Entries with the same description but different codes)
Overview When importing data into CustomBooks™, encountering duplicate entries with the same description but different codes is a common issue. In these cases, you may wish to ignore these records or you may wish to update them with information from ...
Data Import Tool - Lists
Highlights Explore the new features of our rebuilt Data Import Tool for Lists. Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: ...

Data Import Tool