Step 3: Import data

This basic article is part of our Set-up Guide to help you get your STEL Order account up and running.

For the complete version with additional information, click here.

 

If you do not yet have a digital version of your product and service catalog or customer/supplier list, skip this section, and start creating products, services, customers and suppliers directly in STEL Order.

To import data lists, go to Settings > Import/Export > Import file. From the Type of information drop-down menu, select the type of information you are going to import: Customers, Leads, Suppliers, Products, Services or Customer Assets. Then drag and drop or select the file to upload it.

Both Excel and .csv file formats are supported. These files must not contain any formulas, images or other non-text elements. Delete any leading blank rows, so that the top row of data is your header row. You can import up to 10,000 lines per file. If a file contains more than 10,000 lines, you must split data among multiple Excel/.csv files.

In the Additional Information section, you can apply labels and categories to all the data that will be imported from that specific file. For instance, when importing Customers select Yes in the Subject to Sales Tax drop down, and the Subject to Sales Tax tickbox will be ticked for all the customers imported from that file will. Now is a good time to indicate default payment methods or payment terms or other categories. Regardless, all of these settings can modified later from the Customer File.

Finally, in the lower section the data to be uploaded from file you selected will be displayed. Only the first five rows of the file will be displayed. Choose the corresponding data label from the drop-down menus at the top of each column and click on Import to finalize the process.

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Step 2: Document templates

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Step 4: Invoice references