Import from Excel - Data to import

In this first step of the wizard to import data from Excel into (Undefined variable: Primary.vendor) you need to specify the Excel file name and define the import criteria.

Type of data to import: Choose whether you wish to import Contacts or Products.

File name: Use the button to browse to the Excel file.

Type of contact: If you are importing contacts, you can specify whether all contacts are Customers and/or Suppliers. You can also select both options or none. After the import you can go into the contact card if you wish to change this setting for individual contacts.

Update existing contacts/products: Check this box if you want duplicates to update the existing items instead of creating new items. Once selected, the setting Criteria used to compare contacts/products will be activated. From the drop-down list, select which information should be used to check whether the contact or product already exists in (Undefined variable: Primary.vendor).

Click Next once all information is entered to map the file columns with the fields in (Undefined variable: Primary.vendor).