Bringing in stock and customers with Excel

1. Open Settings → Import and choose the kind: vehicles, customers, opening balances or open instalment notes.
2. Download the template or upload your own file (xlsx or csv).
3. Match your file's columns to the panel's fields; the ones we recognise are matched for you.
4. Read the check report: faulty rows are listed with the reason, so you can fix them and upload again.
5. Import; you are told when it is done.

The last import can be undone within 24 hours.