You can import customer info / vendor info into inFlow Cloud using a .csv file. The only required field is “Name” , but there are other fields that you can input as well, like address, currency, contact.
Please note inFlow does not have “first name/ last name”, only a single field, and that the Name field is unique. inFlow cannot create duplicate records with the same name.
If you’re looking for a quick way to create a template for your customer (or vendor) data we’ve got a great trick! First add at least one new customer (or vendor) to your system and then you’ll export from the system. Go to Main Menu > General > Export Data and select the “Customer” (or “Vendor”) option. This will give you a .csv file with all the columns inFlow can track. You can use this file as a starting point to fill in your details and add your customers (or vendors) into inFlow.
To import your new .csv file, go to Main Menu > General > Import Data > Customer or Vendor and map your columns. Click Next and you’re done!