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SnapBill allows users the ability to bulk import certain data types into the system using .CSV excel sheets.

Upload an import

Go to Billing > Imports > Upload File

Select the import type i.e Client-New and as well as the .CSV file.

Match the column data types.

Import Templates

See this section for Import Templates: Import Templates

imports.txt · Last modified: 2014/11/05 12:28 by Lisa Adams