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,
&nbsp;
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.
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Regards,
Genreve

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Setting up new Multiple Customer Card Files as item layout

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