Importing Products and Services
When your accounting data is too cluttered to fix within a reasonable timeframe, importing fresh data into Fynlo is the perfect solution. Follow these straightforward steps to set up a clean accounting system:
General Import Process
1. Navigate to the module where you want to import data.
2. Click the Import button.
3. If needed, download a sample template file for reference. Only .xlsx or .csv file types are supported.
You can find the sample file after clicking the Import button.
Importing Clients
Step 1: Open the Clients module.
Step 2: Click the Import button.
Step 3: Upload the File: Browse and upload the file to be imported.
Step 4: Follow the 3-Step Process:
- Upload: Select the file to begin.
- Map Data: Match the fields in your file to Fynlo's client fields. Adjust mapping as needed, then click Save.
- Confirm Data: Review and make corrections in the preview screen, then click Confirm.
The imported clients will appear under the Clients page.
Importing Chart of Accounts
To import Chart of Accounts data, follow the same steps as above. Ensure that the Account Type is correctly specified during data preparation.
Importing Products and Services
To import Products and Services data, use the same process as outlined above. Be sure to select Products and Services as the category when preparing your file for upload.
💡 Important:
To successfully complete the import process, the Chart of Accounts must be imported first before importing the Products and Services list.
Click here for a more detailed guide on how to import client information
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