Export/ Import Customer and Vendor List
How to Export/ Import Customer and Vendor List in SwilERP
What is a Vendor/ Customer?
Vendors play an essential role in the supply chain process for pharma businesses that sell goods. A vendor is an individual or company that supplies products to businesses or consumers. Conversely, a customer is an individual or company that purchases goods or services. Customers are the end users. With SwilERP, users can easily export or import the list of customers or vendors.
In SwilERP, you have the feature to export the customer/ vendor list to excel sheets. You can export blank template files for master data created using the Export/Import Data option from the system menu. Do the required changes and import the data back into SwilERP. You can open these template files in excel, enter your data and then import these files back into SwilERP. This feature saves a lot of time and allows us to import already entered data in other software or Excel.
Start with login in SwilERP dashboard to initiate the process
- Go to the System> Import/ Export data> Import Patient Opening balance
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How to Export or Import List
- A new window of Import patient opening balance will appear in the next slide.
- Go to the Others section and click on the Customer or Vendor you want to export/import.
- For example, you selected Customer tab.
- Select the required fields from the Customer Columns in which you want to export and import the data.
- Select All is also an option, and you can tick-mark on it to choose all fields.
- Users can also apply a Filter from customer tab.
- Click on the Export option to export the selected fields.
- As same as click on the Import option to import the file.
Note: If you are selecting fields, you can only export or import chosen fields.
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- While you click on the Export option, a new window for selecting a path will appear on the next slide.
- Choose the Path and enter the Name of the file to save it.
- Click on the Save option, and an excel file will automatically open in your system.
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- While you click on the Import option, a new window for selecting a path will appear on the next slide.
- Choose the Path where your document is saved.
- Click on the Open option to import the file.
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- After that, you will get a "File Has Been Imported Successfully" message.
- The data will automatically update the customer/vendor master from the selected excel sheet.
Note: Follow the same process to export or import vendor data through SwilERP.
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