{"id":15919,"date":"2025-06-24T15:04:55","date_gmt":"2025-06-24T12:04:55","guid":{"rendered":"https:\/\/support.simplbooks.lt\/?post_type=ht_kb&p=15919"},"modified":"2025-06-24T15:04:56","modified_gmt":"2025-06-24T12:04:56","slug":"partners-import-clients-suppliers-reporting-persons","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/partners-import-clients-suppliers-reporting-persons\/","title":{"rendered":"Partners import (clients, suppliers, reporting persons)"},"content":{"rendered":"

Partners -> Clients and Suppliers -><\/strong> Actions<\/strong> button -> Import<\/strong><\/p>\n

If you have exported partner data from previously used software, you can import it into SimplBooks. To do this, prepare a CSV<\/strong> file with the required data. Below, you\u2019ll find information on the fields that can be imported and whether they are mandatory or not.<\/p>\n

Once you have entered the necessary data into the file, save it using the \u201cSave As<\/strong>\u201d option in the format \u201cCSV (Comma delimited) (*.csv).\u201d Do not open this saved file again before importing it into SimplBooks!<\/strong><\/p>\n

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<\/span>Mandatory and optional data for import<\/div>
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Mandatory fields:<\/strong><\/p>\n

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