Front Page › Forums › Accounting › How To Import Customers in CRM to Accounting for Sales / Invoicing?
- This topic has 6 replies, 5 voices, and was last updated 3 years, 5 months ago by
Mehedi Hasan.
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January 27, 2019 at 12:05 am #29868
BIGMARK
ParticipantI have 750 contacts in CRM, with about 30 customers. But when I try to create a sale, the Accounting / Invoicing routine cannot see the customers or pull them up. Surely I don’t have to enter them twice? How can I import ‘Customers’ in the CRM so invoices can be created?
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January 27, 2019 at 3:14 pm #29884
Mehedi Hasan
MemberHello,
You do not need to duplicate the customers if you have them already. Typing the 3 characters of the custom, either for the first name or the last name should find it automatically from the customer list like this-> http://prntscr.com/mcr3n3
Note: You’ll need to type at least 3 characters.
Thanks
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October 4, 2019 at 1:48 am #54403
jiracheta
ParticipantI try to type in the 3 letters from a customer and they don’t populate in the Accounting module.
When I try to add the user into the Accounting module I get a ‘Created’ message but when I go to that customer in the CRM module they are no longer listed as a customer. Their Life Status gets blanked out. Is there a way to get the Customers in the CRM module to also be listed in the Accounting module?
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October 5, 2019 at 1:02 pm #54464
Mehedi Hasan
MemberYou can actually take the CRM contacts that have customer life stages to the Accounting customer list. You need to enable the auto-import from the settings. Please follow this screenshot: https://prnt.sc/pf4vm5
I hope this will help 🙂
Thanks
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July 9, 2020 at 7:35 am #76304
dnvie
ParticipantI’m having the same issue here. I have tried to create a new customer in Accounting, but it doesn’t show up. Also the import from existing contacts in the CRM does not work.
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July 10, 2020 at 12:29 pm #76365
Mehedi Hasan
MemberSometimes it causes due to the cache. Have you refreshed hard 1 or 2 times?
Thanks
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May 26, 2020 at 8:10 am #73523
calvinbanks
Participanti got it, thank you for the explanation
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