Setting up new Multiple Customer Card Files as item layout

Question

I have an excel spread sheet of around 100 customers that I would like to add into account right. I have done this in the past, but can no longer find the post. Previously I had used a excel template then saved it as a txt file then imported it into Account right. I cant remember where in account right I went to do the import.

Thanks

Genreve_S · Answer

Hi @shieldguards,

The window you're looking for is the import/export assistant. You can find it by clicking the "File" tab in the top left corner. If you need more help importing your customer card file, check out this link.

Regards,

Genreve