Overview

Instructions

Ui steps
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Ui step Go to Setup>>Data Import. Ui step The Data Import screen will open. The first step is to select the type of information you want to upload. Select Customers. From this screen, users can upload the Excel file with all the Customers to be imported into Komet Sales. Download here an example of the Excel file. Ui step If you are going to carry out this process without having any customer previously uploaded. you can download the empty template. On the contrary, if you want to update some settings and information for customers already charged into the system, download the Excel file of your customers Ui step Upload the file into the selected area and wait a couple of seconds. Ui step An email notification will be sent with the results of the importing process. If the process is successful, an email will be sent to the logged user. If some register cannot be uploaded, the system will email a link with the discrepancy details and the reasons for the importation interruption. Ui step Once the information is uploaded, we recommend you to validate if the information has been correctly imported into the Setup>>Customers screen.  Image Removed Image Added  Info title To Keep in Mind The red fields in the Excel file are required, while the green ones are optional. Image Modified