Importing customers is mainly used for switching from one accounting software to another.
1. Click on Settings
Click on settings icon on top right.
2. Chose "Import/Export Data"
By clicking on "Import/Export Data" it will give you subcategories of Customers, Vendors, Items. Click on the 'Customers' option.
3. Download CSV Sample
This step is very crucial, this sample shows how customer information has to be formatted in order to be properly imported.
4. Choose File
After reviewing sample and formatting customer list properly, click on the 'Choose File' option and chose the file which you have saved your Customer list under. (If you wish to overwrite existing records click on the box under File Name option)
5. Map your Fields
Assign your columns to the correct fields in ZarMoney. Click 'Next.'
6. Verify Formatting
Verify your fields are mapped correctly, then click 'Finish' to import.
After these six simple steps you should see all your Customer List information in ZarMoney.