Import my Account Information From a Spreadsheet
Most fabricators simply enter their Accounts manually, as they input new jobs. Others find it useful to have one person on their team enter the Account Contact information so they can update records as they go.
If you have up-to-date Account information stored in another database and can export that data to a spreadsheet, we can also import it into Systemize for you. The Billing ID and Store # fields are examples of Account Custom Fields. These fields did NOT come "built-in" to Systemize but were added to this particular system. If you have special fields that you want to import, create your Account Custom Fields first, see Related Articles below. All the other fields you see listed are standard and can be imported without creating any custom fields.
When you're ready, email your spreadsheet to email@example.com!