Import my business partners in Sengerio

To access the list of your business partners, click on the Road or Calculator icon in the main menu, and then on Business partners.

Click on Import from Excel in the menu of the business partners list to import them directly from an Excel file, without having to create one at a time.

Click on the icon with the folder to select the file and load the data.
It is necessary to create a different file for each type of business partner among Customer, Supplier and 'Customer - Supplier'. Once the file is uploaded, select the corresponding entries and associate your file columns with the Sengerio ones.

From the Excel file, the data is read starting from the second row (the first row is usually used for headlines) up to a maximum of 100 at a time.

In order for the import to work properly, the format of the individual cells must be set on text and the Country column must contains the unique two-character code of the country. In the following image you can view an example. For example, to insert the country United Kingdom, you must use the code GB.
Also, when writing phone numbers, you must use the internatinal phone number format, for example +44 1234 567890.

When the file has been loaded and the grid lines filled, you have the opportunity to see a preview of what is created. Make all the changes you deem necessary and click on the Save button to complete the creation of the new data.

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Sengerio SUPPORT | 2022