5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_import_partner’.
7) Click on ‘Install’ to install it.
Workflow
First, you need to tick "Import Customers/Suppliers" groups in order to import customers/suppliers.
"Import Customers/Suppliers" menu in Orders.
When you click the "Import Customers/Suppliers" menu, the wizard will open and it looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
following Purchase order lines are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
The "GSTIN" & "Tags" custom fields are imported.
Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.
Your Excel file format looks like below.
Support
You will get free support and assistance in case of any issues