About 6 minutes
- 1
Import customers first
On Customers choose Import CSV. Columns: name, email, phone. Orders and invoices attach to customers, so do this first.
- 2
Then orders
On Orders choose Import CSV. Columns: customerName, description, qty, price, status (Pending, Processing or Delivered). customerName must match an existing customer.
- 3
Then invoices
On Invoices choose Import CSV. Columns: customerName, description, qty, price, dueInDays.
- 4
Check the totals
Open Insights and compare revenue and counts with your spreadsheet.
Good to know
- Keep the header row exactly as written above.
- Import in small batches first if you're unsure about the format.