Importing/Exporting customers and contacts
To import customers and contacts into Zoho Invoice, follow the steps below-
- Click on the “Customers” tab.
- Click on the "All Customers" or "All Contacts" link, based on what you want to import.
- Now click on the “Import Customers" or "Import Contacts” link on the right side.
- The above action will take you to the respective import page. This page lists the various options for importing customers or contacts into the system.
- Now click on the “Import” link of the format using which you want to import your customers/contacts .
- Clicking on the “Import” link will bring up a text field and a “Browse” button. Use this button to specify the data file.
That’s it! All the data from the data file will be imported into Zoho Invoice.
To export your customers and contacts from Zoho Invoice, follow the steps below-
- Click on the “Customers” tab.
- Click on the "All Customers" or "All Contacts" link, based on what you want to export.
- Now click on the “Export Customers" or "Export Contacts” link on the right side.
- The above action will take you to the respective export page. This page lists the various options for exporting customers or contacts from the system.
- Now click on the “Download” link of the format via which you want to export your Customers or Contacts.
- Clicking on the “Download” link will prompt you to save or open the file. You can save the data by specifying a name for the file or open it for further manipulation.
- Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk.
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