Customer Module:
- Customers
To import the list of customers to TreezSoft, navigating through Customer > Manage > Customers.
Click on the “Import Customers" button at the bottom left corner.
You will see the screen below after you click on the import button.
1. Click on "Browse" to select your customers based on a formatted CSV file provide by TreezSoft.
2. Click on "Upload' to proceed.
*Note: Download the exact formatted CSV file here.
Supplier Module:
- Suppliers
To import the list of suppliers to TreezSoft, navigating through Supplier > Manage > Suppliers.
Click on the “Import Suppliers" button at the bottom left corner.
You will see the screen below after you click on the import button.
1. Click on "Browse" to select your suppliers based on a formatted CSV file provide by TreezSoft.
2. Click on "Upload' to proceed.
*Note: Download the exact formatted CSV file here.
Stock Module:
- Manage: Stock Items
To import the list of stock items to TreezSoft, navigating through Stock > Manage > Stock Items.
Click on the “Import" button at the bottom left corner.
You will see the screen below after you click on the import button.
1. Click on "Browse" to select your stock items based on a formatted CSV file provide by TreezSoft.
2. Click on "Upload' to proceed.
*Note: Download the exact formatted CSV file here.
*Note: Remember to upload formatted CSV files in order to import successfully.
*Note: Make sure the data are entered accurately into the templates. Otherwise, you may fail to import the files.
You can get further information from: https://www.treezsoft.com/support.html
Download the TreezSoft user manual and see the page 121-127 to refer to the table when filling the data.
*Note: Normally, it is used for batch updates or when clients have a second system for their business operation and would like to update their records into TreezSoft (e.g. payroll)
Where to get the CSV templates?
To import the files, you need to download the import templates from: https://www.treezsoft.com/support.html. You need to fill in the template file based on the format given.
You can read more on related topics in TreezSoft blog:
You can also read more on Opening balance in TreezSoft by visiting these links:
TreezSoft is a cloud accounting software for businesses - regardless of what kind of business you are. It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. We would like to be long-term partners of your business - to reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company efficiency at a minimum cost and expand your business together with Treezsoft.
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