Import customers, vendors, products and sales from a spreadsheet

Steps

1. 1

   Save your list as a CSV file. Excel, Google Sheets and most other programs can do this (look for Save as or Download → CSV).

2. 2

   In the menu, open Import data.

3. 3

   Choose what your file contains: Import customers, Import vendors, Import items (products & services) or Import sales.

4. 4

   Choose your file. For customers and vendors you can Download sample CSV to see the expected columns.

5. 5

   Match your columns to Intralyn’s fields. Columns can be in any order.

6. 6

   Check the preview. Rows with problems are listed instead of guessed. Then confirm the import.

Good to know

• Customers and vendors: name is required. Up to 200 people per file. Anyone with an email that’s already saved is skipped, so nothing is doubled.
• Products & services: items with the same SKU or name are updated, not doubled. Up to 1 MB and 500 rows per file.
• Sales: past sales become Money in, with any card fees as expenses. Choose Combine into one total per day for a busy shop. Importing the same file twice never counts a sale twice.
• Your plan’s limits still apply. On Free, that’s up to 10 customers and vendors combined and 25 products and services.