CustomBooks

Data Import Tool
Data Import Tool - Duplicates Handling (Entries with the same description but different codes)
Overview When importing data into CustomBooks™, you may encounter duplicate entries—especially when records have the same description but different codes. The Data Import Tool includes features that help you identify, review, and manage these ...
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