Importing a List of Suppliers or Customers

This video shows the process of importing a list of suppliers or customers using our software. What’s great about it is that the process is flexible and very simple.importing a list of suppliers or customers

In order to import your list, it’s as simple as copying and pasting.  Be using Excel, this process of importing a list of suppliers or customers makes it easy to transfer data from any software package to Finale.

What’s great is that the process for suppliers and customers is the same. See the video below for instructions:

Importing a List of Suppliers or Customers

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Video Transcription

Hi. This is Chinh from Finale Inventory. In this video, I’m going to show you how to import suppliers or customers into the interface. So first, let’s open up Excel. So, I created this test file, and this is kind of some of the information you would typically import for your customers or suppliers. I just created some sample data. The name, street address, email, and phone number. One of the things that you should be aware of is that Finale, there is no fixed format. So, it’s really flexible for you to create products in. So, let me kind of show you how you do that.

First thing is you import the four rows in here. The three records and also including the header row. And you just paste it in Excel. So, let’s open up Finale. First, you go onto Import and Export here. And you find the right import. So in this one, it’s going to be Import To Batch and Create Update Suppliers. So, I’m going to paste it into here. And essentially, if we see a..if the header field in Excel matches one supported names here, and we have a lot of preset field, but also you got custom field, it automatically makes that assignment. For the ones that unassigned here, you just have to quickly just associate with one of the supported fields. And in this example, I’m just going to put Address 0, which is the first address we store. Let’s see. The city. Address 0’s city. Address 0 state. Address 0 postal code. Email address. Very similarly, we stored multiple email addresses, so I’m just going to put the first one, email address 0. And lastly, phone number. So it’s going to be phone number 0. So now that everything’s in black here, if you read this, it says we’re basically importing three new suppliers, now we’re all set. If you hit Next, yeah, it’s as easy as that. Hit Commit, and now you’re finished. So now, if I go back to home and kind of show you where it’s at, if I click View Suppliers, now I see the ones I imported. You know, Sunshine Pools, Red Rock, and I believe it’s Glacier Supplies. So, that’s how you import suppliers, and for customers, it’s the exact same process.