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Importing an Excel File with Customer Names

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Importing customer names and data in bulk using an Excel file is one of the most time-saving features in “Edara.”

Importing an Excel File with Customer Names

  • Go to Data.
  • Open the “Data Import” page.
  • Choose the “Sales” module, then “Customers”.

Note: If you enable the option “Create AR for every new customer”, a corresponding account will be automatically generated in the chart of accounts.

  • Choose the group under which you want to add the customers from the dropdown menu.

Note: If the above option is not enabled, you’ll need to specify the default AR account to which all customers will be linked.

  • Click “Download Template” for customer data.
  • Enter the customer names into the template.
  • Click “Upload File” and select the Excel file you previously saved.
  • Click on “Save”.
Importing an Excel File with Customer Names — Click on “Save”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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