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We make the migration easy for you.
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.
Step 4: Return to your customer master, click [Import] button
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