November 30, 2022

How To Import CSV Data: Customers, Service Reminders, Items & Materials

Learn how to easily upload or update your data using the CSV import feature in Payaca.

In this tutorial, we'll guide you through the process of extracting a CSV file, making necessary changes, and uploading it via the import data function.

Whether it's customer data, service reminders, items, or materials, Payaca's CSV import ensures seamless data management. Watch now to streamline your data updates with Payaca.

Chapters:
- Import customer data
- Import service reminders
- Import & update items sold to customers
- Import & update materials for a supplier

Transcript