What data can I import via CSV?
Import data from any CSV file to YourTradebase for:
Visit Customers > … > Import from CSV to upload your customer data.
You can import the following customer columns:
- Friendly Name
- Company Name
- Home number
- Work number
- Mobile number
Visit Settings > Materials > Import materials to upload your material data.
You can import the following material columns:
Importing price lists
Visit Settings > Price lists > Import price list to upload your customer data.
You can import the following price list columns: