Articles
Parts Uploader
Use this page to download a formatted Excel spreadsheet for uploading parts to the database.
Click Download Template.
Open the downloaded Excel spreadsheet.
Save the spreadsheet as a new name.
Read the information on the Legend ...
Customer Batch Uploader
Use this page to download a formatted Excel spreadsheet for batch uploading customers to the database. The customer import runs as a background job. It supports Excel files with multiple sheets. The records are processed in groups of 50 records at ...
Invoice / Credit Uploader
Use this page to download a formatted Excel spreadsheet for uploading invoices and credits to the database.
Click Download Template.
Open the downloaded Excel spreadsheet.
Save the spreadsheet as a new name.
Read the information...
Company Archive Uploader
Use this page to download a formatted Excel spreadsheet for uploading historical invoices, payments, and credits to the database.
Click Download Template.
Open the downloaded Excel spreadsheet.
Save the spreadsheet as a new name.
...
GL Accounts Uploader
Use the GL Accounts page to download a formatted Excel spreadsheet for uploading GL accounts to the database.
Click Download Template.
Open the downloaded Excel spreadsheet.
Save the spreadsheet as a new name.
Read the informati...
RMR Bulk Updater
The RMR Bulk Updater is for users who want to update RMR settings for a set of customers. Open the RMR Bulk Updater page (Setup > Uploaders > RMR Bulk Updater). Click Download Template (or Download Template with Data for sample data to see what...
Managely eLearning - Managely: Setup - Uploaders
WARNING! DO NOT USE UPLOADERS IF YOU HAVE A DATA CONVERSION SERVICE. IT CAN DUPLICATE OR OTHERWISE STIFLE DATA CONVERSION. Click here to view in full screen ...