Can I import my existing clients?

Can I import my existing clients or products data into f-Billing Revolution?


Yes! You can import clients data from an Excel worksheet. We recommend to use our example import file. You can download it from here. Just fill out our example excel file with your existing clients data, leave header column names (first row) as it is and try to import. Run import customers wizard by clicking on 'Import customers' toolbar button at Customers menu tab. After browse for your Excel file. Associate field names with corresponding column names. If you work with our example file, column names and data fields will be automatically associated. Click on 'Next' button for preview data before import, and click on 'Finish' button to start import progress. You should do the same procedure with products.

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