Import contacts from a spreadsheet
All customers and vendors from your old system come into Finday at once, ready for transactions.
Before you start
- Sales or purchase access.
- The customer and vendor list from your old system, as CSV, XLS or XLSX.
Steps
Step 1: Open Import spreadsheet
On the Contacts page, click More, then Import spreadsheet.
Screenshot coming soon
The More menu on the Contacts page with the Import spreadsheet option.
Step 2: Download the template and fill it in
Click Download template. Fill in one row per contact: name, role customer, vendor or both, contact details, NPWP, address, bank account and the status Active.
Screenshot coming soon
The contact import page with the Download template button.
Step 3: Upload the file and import the valid rows
Click Upload file. The preview shows the rows ready to import, to create and to update. Click the import button, for example Import 120 valid row(s).
Screenshot coming soon
The contact import preview with Total rows, Ready to import, Will create and Will update.
When you are done
- New contacts are created and existing ones are updated.
- An import batch can be deleted if it turns out wrong.
Common problems
Imported contacts do not appear on transactions
The status column was left blank, so the contacts landed in the Prospect stage. Set status to Active and import again, or change the stage on the contact.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.