Who likes manual entry? None of us.
Switching from another app to Gaurilla? Well, we have got you an easy way to import your customers from previous app to this one. Let's find out how.
For now, we support importing from CSV and XLS files only. In future, we will open up other methods too.
Click on your company name in the top-left corner and then on Import to start importing.
Click on the New button in the top-left corner to begin uploading a file.
An modal window will open with options Bank Statement, Card Statement, Clients, Vendors. Click on the either Clients or Vendors, depending upon your needs.
Note: The file you upload should be a .xls or .csv file only.
Note: There should be atleast one column in your file and maximum of 8. You have option to import these fields for each client: Client/Vendor, Company, Address, City, State, PIN, Phone, E Mail, out of which Client/Vendor field is mandatory.
After uploading the file you will be redirected to Mapping window where you have to map the uploaded file's columns. We have tried our best to match the column headings with that of your files, but you are free to make the required changes.
Once done, click on the Map button at the bottom extreme right corner and the data will be imported in the background. It may take a couple of minutes before all the data is imported in your account. We will send you an email when the import is done.