Improved Product Imports

Overview

We have improved the product import procedure in this new version. While importing product lists from a .CSV file, it must contain vat and sales or purchase nominal codes. If the code is not present in the .CSV file the system will not allow importing to continue.

To import a product list into Surf Accounts select ‘Settings’ and select ‘Imports’ under ‘Data’. The following screen will appear. 

Image_I_Product_Import.jpg

If the CSV file contains the VAT and nominal codes user will be able to import the products successfully and the following screen will appear.

Image_II_Product_Import.jpg

A validation message will appear if the VAT and nominal code are not present in the CSV file.

Image_III_Product_Import.png

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