Customer Details can be imported into SliQ Invoicing in both Microsoft Excel (CSV) and SliQ-specific file formats.

 

To import customer data, follow these steps:

 

1. Go to the main Setup tab and then select the Import subtab.

 

2. Choose whether to import from a Microsoft Excel or SliQ format file.

 

3. Press the Import Customers button to open the import wizard and follow the instructions to complete the import.

 

import-customers

 

For more information on Importing data, see Data Import/ Export.

 

Note: When importing data, ensure the file from which you are importing is not already open in another software package, e.g. Microsoft Excel.

 

See Also

 

Exporting Customer Details

Exported Customer Details File Format