I want to import data to keep the accounting since January in a company. Which models should I start importing and how do I get templates for importing?
Should I import invoices and partners first?
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Rodiniai
Hi,
1. To get the template for importing, first, you can export the data,
2. select the field want to present and export.
3. We get the template and we can edit this template and save
4. Now we click the gear icon and import records.
5. Upload, test and import the file successfully
Hope it helps
From the Invoices section inside the Accounting app in List view you can download a xlsx template through the actions gear icon.
From there you can upload your own data safely.
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