Uploaders

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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. ...
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 ...
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...
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...
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 ...
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 ...