Importing data

Importing Clients
Navigation - My Admin 4 >> My Firm >> Clients >> 'Import Clients' button Refer to the link Click here to watch how to Impo...
Mon, 19 Jul, 2021 at 4:00 PM
Importing Contacts (Client Contact)
Navigation - My Admin 4 >> My Firm >> Contacts >> 'Import Contact' button Refer to the link  Help/Guide Contacts can be i...
Fri, 21 Feb, 2020 at 11:53 AM
Importing Users
Navigation: My Admin > Users Quick link (you need to be logged in) Help/Guide In Capium, Users are those who can also access the platform under ...
Tue, 13 Oct, 2020 at 5:05 PM
Importing Sales Invoices
Navigation - Bookkeeping >> Select Client >> Sales >> Invoices >> Import  Refer to the link Help/Guide This guide will provid...
Tue, 17 Mar, 2020 at 5:06 PM
Importing 'Items' for Sales Invoices
Navigation - Bookkeeping Dashboard >> Select Client >>  Sales >> Items >> Import  Refer to the link Help/Guide This guide wil...
Thu, 26 Mar, 2020 at 4:47 PM
Importing Purchase Invoices
Navigation - Bookkeeping >> Select Client >> Purchase >> Purchases >> Import  Refer to the link Help/Guide This guide will pr...
Thu, 26 Mar, 2020 at 4:44 PM
Importing Receipts & Payments (Quick Entry)
Navigation - Bookkeeping >> Client Dashboard > Quick Entry >> Import  Refer to the link Quick Entry is a feature within the Bookkeeping ...
Fri, 20 Mar, 2020 at 4:45 PM
Importing Bank Transactions
Navigation - Bookkeeping Dashboard > Select Client > Bank > Dashboard (Select Bank or Create new) > Bank Import button  Refer to the link ...
Wed, 28 Oct, 2020 at 4:48 PM
Customer import (contacts)
Navigation - Bookkeeping >> Select Client >> Contacts >> Customers >> Import  Refer to the link Help/Guide This guide will pr...
Tue, 17 Mar, 2020 at 5:11 PM
Supplier Import (contacts)
Navigation - Bookkeeping >> Select Client >> Contacts >> Suppliers >> Import  Refer to the link Help/Guide This guide will pr...
Fri, 20 Mar, 2020 at 5:03 PM