Importing Customer, Vendor and Inventory Item Data

Importing Customer, Vendor and Inventory Item Data

Importing Customer, Vendor and Inventory Item Data

Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen.

Your Content

  1. Export your data (customers, vendors, items) from your old accounting software. Please refer to the instructions for your package to see how this is done. You will need to be able to get the data in CSV (comma separated values) or xls/xlsx (Excel) format.
  2. Download CustomBooks™ import templates at the bottom of this article. We will import your data at no cost if it is in these templates. If it is it another format the charge for import is $99 for each type of data imported.
  3. Ensure that your chart of accounts is complete and final. If you need to import your chart of accounts that will need to be completed before moving to the next step.
  4. Complete the vendor import template first. Next, customers. Finally, items. Columns in red are required. All else is optional. This order is important.
  5. Click here to send the files to the data import team in a secure manner. Drag the file to the indicated spot on the page.
  6. If there are questions someone will be in touch with you. Otherwise you can wait until we call you to review the data once it’s been imported.

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