{"id":5607,"date":"2018-04-27T15:30:37","date_gmt":"2018-04-27T12:30:37","guid":{"rendered":"http:\/\/support.simplbooks.lt\/en\/?post_type=ht_kb&p=5607"},"modified":"2018-04-27T15:30:37","modified_gmt":"2018-04-27T12:30:37","slug":"importing-clients-suppliers","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/importing-clients-suppliers\/","title":{"rendered":"Importing clients\/suppliers"},"content":{"rendered":"

Upon import, all business partners are marked as \u201cClient\u201d. If you enter a purchase invoice under a business partner\u2019s name, the partner is also marked (automatically) as \u201dSupplier\u201d.<\/p>\n

1.<\/strong> Open \u201cPARTNERS\u201d<\/strong> and select \u201cClients\u201d<\/strong>. The list of clients\/suppliers can be imported as a CSV text file by clicking on \u201cData import\u201d<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

2.<\/strong> On the next page you must add a file in CSV<\/strong> format. If the necessary import template has not been predefined, you may leave it undefined.<\/p>\n

\"\"<\/a><\/p>\n

3.<\/strong>\u00a0If you have selected an import template, which means it is not \u201cundefined\u201d, you may move to the next step.
\nIn the import preview<\/strong> with an undefined template select the appropriate target field<\/strong> from the drop-down menu<\/strong> under each column. Fields marked with an asterisk in the drop-down menu are required. Confirm your selection by clicking on \u201cImport\u201d<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

4.<\/strong> If the CSV file contains no lines which already exist in the database, you may move to the next step. The file processing results are displayed on the screen. Confirm your selection<\/strong> by clicking on the relevant button.<\/p>\n

\"\"<\/a><\/p>\n

5.<\/strong>\u00a0After confirming the import you are informed of the results by a corresponding text.
\nFor example: Clients\/suppliers import finished. 7\u00a0lines were imported, 3\u00a0lines were incompatible.<\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"author":332,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[172,170],"ht_kb_tag":[],"class_list":["post-5607","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-partners-faq","ht_kb_category-where-to-start"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/332"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=5607"}],"version-history":[{"count":3,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5607\/revisions"}],"predecessor-version":[{"id":5614,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5607\/revisions\/5614"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=5607"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5607"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}