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

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    • #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?

    • #29884
      Mehedi Hasan
      Moderator

      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

    • #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?

    • #54464
      Mehedi Hasan
      Moderator

      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

      • #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.

      • #76365
        Mehedi Hasan
        Moderator

        Sometimes it causes due to the cache. Have you refreshed hard 1 or 2 times?

        Thanks

    • #73523
      calvinbanks
      Participant

      i got it, thank you for the explanation

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