When would I use this feature?
Customers and Suppliers - If you're transferring to Farmplan Business Cloud from another system and have a significant number of customers and/or suppliers, then you can use the importing function to import their details.
How to import my customer/supplier details
To import your customer/supplier details, you'll first need to export your customer/supplier details as a CSV file from your previous accounting software (or save them as a CSV format if using Excel) into 2 separate files i.e. one for customers and one for suppliers.
It is important that the column headings in your file have been edited to agree with the ones that Farmplan Business Cloud is expecting, including the same case, or they will be ignored. They do not have to be presented in this order and if they are not relevant they can be omitted.
Ref - i.e. Shortcut. We recommend that you use an abbreviated version of the name and should be completed as it is used instead of the name in some areas.
Name - for alphabetical sorting it is better to use Smith F rather than Fred Smith. This must be unique.
InvoiceRefPrefix - i.e. a reference to go in front of the invoice reference
DaysToPay - the number of days until payment is due
Email
EUVAT? – if this a Euro trader answer Y
VATnumber – for Euro traders
CountryCode – for Euro traders
AddressLine1
AddressLine2
AddressLine3
TownCity
Postcode
County
Country
ContactName
TelephoneNumber
For example:
Once exported, this file can then be imported into Farmplan Business Cloud.
Below you'll see how to import customers. Please note that supplier details can be imported via the same process. However, these are accessed from the Suppliers tab, rather than the Customers tab.
To import go to: Customers > Customers > New > Imports
Give your import a name (to distinguish it from other imports), select the type (Customer Import) and drag and drop your file in the selected area or click 'Browse Files' to locate it.
Once your file has been imported you will be presented with rows of current and previous imports.
This will show you how many draft entries are contained in the import and how many entries you have confirmed. Each entry needs to be confirmed by you to ensure it is correct. To do this, simply click on the green tick button to 'Check and Confirm'.
You can then review each customer and check that the data has been imported correctly. Make any edits or additions that are necessary including ensuring that there is a default category against each one and number of days to pay (terms). To check the addresses, click on the envelope icon.
Once you're happy, you can click the checkbox next to each entry (or the heading to select all) and then 'Confirm Checked Customers'.
Your customers/suppliers will then be live in Farmplan Business Cloud and ready for invoicing!
See also: