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            How to import customers and rates into the application?

            Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 9:01 AM by Shaikh Mudassir Khalid

            1. Click on the option ‘Finance’ from the left navigation bar.

            2. Click on the option ‘Customer Rates’.

            3. Click on the button ‘IMPORT CUSTOMERS AND RATES’. 

            4. Click on the button ‘CLICK HERE TO DOWNLOAD OUR CSV TEMPLATE’ to download the CSV file template.

            5. Once the data is finalised in the CSV file template, please upload the file by clicking on the button ‘CLICK HERE TO UPLOAD FILE’.

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