Importing/Exporting the items you sell
To import your items into Zoho Invoice, follow the steps below-
- Click on the “Items” tab.
- Now click on the “Import Items” link on the right side.
- The above action will take you to the “Import Items” page. This page lists the various options for importing items into the system.
- Now click on the “Import” link of the format using which you want to import your items.
- 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 items from Zoho Invoice, follow the steps below-
- Click on the “Items” tab.
- Now click on the “Export Items” link on the right side.
- The above action will take you to the “Export Items” page. This page lists the various options for exporting items from the system.
- Now click on the “Download” link of the format via which you want to export your items.
- 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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