When you go from your previous management tool to Akuiteo, you must be able to rapidly import your existing data about your customers, suppliers or employees.
On that purpose, Akuiteo offers an import management tool that enables a quick integration of the data contained in a xls or csv file.
Tabs and descriptions
Function | Description |
---|---|
Import | Allows you to select the type of import to do. This selection has an impact on the Generate a template file function. |
File | Allows you to indicate the location of the xls or csv file you are going to import. |
Separator | Allows you to indicate the type of separators contained in the file to be imported in Akuiteo. |
Number of header lines | Allows you to indicate the number of header line in your file. |
Generate a template file | Generates a template file, based on the selected type of import and the number of header lines. It allows you to know how to organize data and view the information to fill in. |