Bulk upload of Sales or Purchase data

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2 comments

  • Hisham Mohamad

    Peace Be Upon You Noorman Mubarak,

    I indeed find your request very useful especially for new users with existing Sales/Purchase data. This can help set up Financio easier compare to manually key it in.

    Right now bulk creation only available when creating new "Products & Services" and Contacts:

    1. "Products & Services"/ "Contacts" menu --> Click "Import" icon at bottom right of Financio page
    2. This pop-up will appear. User will need to download the template file first. Copy existing information to the template file.
    3. Select the saved file and click continue.

     

    Since this feature is useful, we shall add this bulk creation feature to:

    1. SALES: QUOTES / ORDERS RECEIVED / INVOICES / CREDIT NOTES / PAYMENTS / REFUNDS.
    2. PURCHASES: QUOTES RECEIVED / 
      PURCHASE ORDERS / BILLS / DEBIT NOTES / PAYMENTS / REFUNDS.
    3. TRANSACTION: DEPOSITS / WITHDRAWALS / TRANSFERS / JOURNALS.

     

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  • Linda Tey

    Hi just wondering if this feature is now available? We are trying to migrate our existing sales data to financio however manually entering all the data is tedious. Pls assist?

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