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Data import: a tour

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The written steps below already work. Come back to watch it.

A tour of Data import in Arkon One: Bring customers, contacts, items, employees, jobs and opening stock in from Excel or CSV — including Avontus exports and the controls you will use most.

The steps, written out

  1. Open Data import from the Administration and Settings section of the left menu.
  2. Review the Upload an Excel or CSV file section.
  3. Review the Templates section.
  4. Review the Recent imports section.

Tip

Open Administration → Data import (Owner / Administrator and Office Manager).