Importing Customers
Omnibasis provides tools for you easily import your customer lists from various sources
Navigate to omniCustomers \ Customers and select Import from actions menu at the top right. Select a file to import. You can also import from file in th...
Thu, 6 Apr, 2023 at 4:13 PM
If you use QuickBooks, you can canually create an Excel spreadsheet of customers to export out of QuickBooks and import into Omnibasis. If you manage yo...
Wed, 25 Mar, 2020 at 9:35 AM
You can easily import customers addresses by uploading a file. We provide you with templates that are attached. Note: make sure your role has Import rig...
Tue, 14 Jan, 2020 at 11:25 AM
Based on your Import needs your might need to create separate columns for your contacts' first and last names in an excel spreadsheet before importing i...
Wed, 25 Mar, 2020 at 9:56 AM