Forum Discussion

shieldguards's avatar
shieldguards
Member
1 year ago

Setting up new Multiple Customer Card Files as item layout

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...
Genreve_S's avatar
Genreve_S
MYOB Moderator
1 year ago

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

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