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    Data import

    How to transfer customer cards to the B1.lt program?
    FAQ
    ›
    Data import
    How to transfer customer cards to the B1.lt program?

    How to transfer customer cards to the B1.lt program?

    Your previous accounting software should support data export to Excel format.

    Settings → Data import → Clients

    Select "Clients", mark and click on the arrow "→ Next step".

    Download the Excel template of the data file, in which you will need to fill in clients data, click on "Download template".
    Fill in the downloaded table. Please note which fields are required. Which fields are optional, you can leave them blank.
    Your previous accounting software should support exporting data to Excel format. You just need to copy the relevant data
    from the export file of the previous accounting program into the corresponding columns of the template.

    When you have completed Exel, click on the arrow "→ Next step".
    In the "Choose file" field, drag and drop or click to select. Choose the completed file and upload it to the Site.pro system.

    After importing the file, clients data will be registered in the Clients module.


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    • ваша предыдущая бухгалтерская программа должна поддерживать экспорт данных в формат excel. настройки импорт данных клиенты выберите клиенты , отметьте и нажмите на стрелку следующий шаг . скачайте excel-шаблон файла данных, в который нужно будет внести данные клиентов, нажмите на кнопку скачать шаблон .заполните загруженную таблицу. обратите внимание, какие поля обязательны для заполнения. какие поля являются необязательными, вы можете оставить их пустыми.ваша предыдущая бухгалтерская программа должна поддерживать экспорт данных в формат excel. вам просто нужно скопировать соответствующие данные из файла экспорта предыдущей бухгалтерской программы в соответствующие столбцы шаблона. когда вы закончите работу с exel, нажмите на стрелку следующий шаг .в поле выберите файл перетащите или щелкните, чтобы выбрать. выберите готовый файл и загрузите его в систему b1.lt. после импорта файла данные клиентов будут сохранены в модуле клиенты ..
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