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Importing contacts/customers

Importing contacts/customers

Owned by Andre de Kock (Unlicensed)
Feb 07, 2019

Problem

  • I would like to import contacts, customers and suppliers

Solution

Please follow the steps below:
  1. Go to the Contacts application

  2. Switch to the list view

  3. Click on Import

  4. Upload your file

  5. Match the columns, validate, and import

You can use the example import file to test with:


Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.