How To Import Customers in CRM to Accounting for Sales / Invoicing?

Tagged: contacts, crm, customers, invoicing, sales

This topic has 7 replies, 6 voices, and was last updated 1 year, 10 months ago by Md. Yeasin Arafat Mamun.

Viewing 5 reply threads

Author

Posts
- January 27, 2019 at 12:05 am #29868
  
  BIGMARK
  Participant
  
  I 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?
- January 27, 2019 at 3:14 pm #29884
  
  Jay
  Participant
  
  Hello,
  
  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
- October 4, 2019 at 1:48 am #54403
  
  jiracheta
  Participant
  
  I 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?
- October 5, 2019 at 1:02 pm #54464
  
  Jay
  Participant
  
  You 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
  - July 9, 2020 at 7:35 am #76304
    
    dnvie
    Participant
    
    I’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.
  - July 10, 2020 at 12:29 pm #76365
    
    Jay
    Participant
    
    Sometimes it causes due to the cache. Have you refreshed hard 1 or 2 times?
    
    Thanks
- May 26, 2020 at 8:10 am #73523
  
  calvinbanks
  Participant
  
  i got it, thank you for the explanation
- January 4, 2023 at 5:45 pm #114982
  
  Md. Yeasin Arafat Mamun
  Keymaster
  
  Hello there,
  
  I hope you guys are doing well.
  I apologize for the late response. This forum has been closed and I am going to close this topic.
  Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.
  
  Thanks,
Author

Posts