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Import Templates
Import and update a clients balance, this will reflect as a credit on the clients profile.
Load all new clients and their data
Update any exisiting client data.
Import invoices to your clients, remember that if a invoice number is not specified then SnapBill will auto generate a number following the last number used.
Import banking details for your clients.
Import credit card details for your clients.
Bulk update your clients payment method to EFT.
Reactivate clients who have been removed.
Import a list of users who will have individual logins to your SnapBill account.
Import service packages to your clients, you will need to select the particular package you are loading and remember that with packages like Domains you will need to include the Domain Name and Nameserver information in additional columns in your .CSV file
- ALL imports need to be in .CSV formats & the first row of ALL imports need to be column headings.
- In scenarios where you have custom fields i.e for clients, you will need to list that field as a field in your import.
- If you find that your import has failed, you will be able to download the ERROR files or you can contact support.
See also: Imports
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