Knowledgebase
Roofing Estimator Pro > Help Desk > Knowledgebase

Ask a question:


How To Import Products and Customers

Solution

How To Import Products and Customers

First you will want to download the templates provided to add your products.

Download CSV Templates Here

Then add your products, customers in the colums and save the file and then go through the upload method.

Go To File> Hover Over The Data Imports > Choose The Import Type

Then Select The File > Click On The Load File Button

 
Was this article helpful? yes / no
Article details
Article ID: 27
Category: Knowledgebase
Date added: 2014-04-08 19:32:01
Views: 576
Rating (Votes): Article rated 4.1/5.0 (39)

 
<< Go back