Migrate Customer

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We make the migration easy for you.
 
You can now export your customer listing from your current accounting system to excel and fit into Realtimme Cloud template to do a mass import into the Customer Master.
Note : Not all information will be imported. We only import commonly used fields. You can edit the record and fill in the rest after your import

: How to import your 10,000 customer listings into Realtimme Cloud?


Step 1: At [Setup], click [Customer Master]

 

 

 

Step 2: Click [Template] to download a Customer listing excel template into your storage drive. (You can upload to Google Sheet and work from there and download again in .xlxs format)

 

 

Step 3: Enter the relevant information into each column of each customer or copy and paste from your current accounting system (in excel) . Check with your current vendor how to send to excel.
             Save the file and see Step 4.

 

           

Step 4: Return to your customer master, click [Import] button

       

 

Next Topic 9: If your company is GST (Not GST) Registered
 
Back to Getting Started

 

FAQ : What if there are fields like fax number , address 4 and address 5 is not in your excel template but we need to import in?

Answer : We import only the common fields, any thing not in the template, please use edit and fill into each account        


 

Related Topics

Migrate your chart of accounts

 

Migrate your suppliers' profile from your current system to Realtimme Cloud

 

 

 

 

Watch all videos:

Realtimme Training Portal

http://realtimme.cloudapp.net/basic/index.html?Migrate_Customer.htm