{"id":27595,"date":"2024-11-28T17:02:45","date_gmt":"2024-11-28T15:02:45","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=27595"},"modified":"2024-11-28T17:02:45","modified_gmt":"2024-11-28T15:02:45","slug":"partners-import-clients-suppliers-reporting-persons","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/partners-import-clients-suppliers-reporting-persons\/","title":{"rendered":"Partners import (clients, suppliers, reporting persons)"},"content":{"rendered":"

Partners -> Clients and Suppliers -><\/strong> Actions<\/strong> button -> Import<\/strong><\/p>\n

If you have exported partner data from previously used software, you can import it into SimplBooks. To do this, prepare a CSV<\/strong> file with the required data. Below, you\u2019ll find information on the fields that can be imported and whether they are mandatory or not.<\/p>\n

Once you have entered the necessary data into the file, save it using the “Save As<\/strong>” option in the format “CSV (Comma delimited) (*.csv).” Do not open this saved file again before importing it into SimplBooks!<\/strong><\/p>\n

Advice<\/span>\u00a0When adding new clients\/suppliers to the system, importing data beforehand is not necessary, as data for Estonian companies is automatically loaded from the Business Register. For suppliers, it is useful to add bank account details, and for clients, an email address (information not retrieved from the Business Register).<\/em><\/p>\n

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<\/span>Mandatory and optional data for import<\/div>
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Mandatory fields:<\/strong><\/p>\n