{"id":3259,"date":"2014-05-28T20:03:40","date_gmt":"2014-05-29T00:03:40","guid":{"rendered":"https:\/\/www.inflowinventory.com\/support\/article\/3259\/how-do-i-create-a-customer-or-vendor-list-for-import\/"},"modified":"2018-05-16T10:44:23","modified_gmt":"2018-05-16T14:44:23","slug":"how-do-i-create-a-customer-or-vendor-list-for-import","status":"publish","type":"post","link":"https:\/\/onpremise.inflowinventory.com\/support\/article\/41573190\/how-do-i-create-a-customer-or-vendor-list-for-import\/","title":{"rendered":"How do I create a customer or vendor list for import?"},"content":{"rendered":"

You can import customer info \/ vendor info into inFlow On-Premise by using a .csv file. The only required field is “Name” , but there are other fields that you can input as well, like address, currency, contact. Please note inFlow does not have “first name\/ last name”, only a single field, and that the Name field is unique. inFlow cannot create duplicate records with the same name in inFlow.
\nIf you’re looking for a quick way to create a template for your customer (or vendor) data we’ve got a great trick! First add at least one new customer (or vendor) to your system and then you’ll export from the system. Go to the Main Menu > General > Export Data<\/em> and select the “Customer” (or “Vendor”) option. This will give you a .csv file with all the columns inFlow can track. You can use this file as a starting point to fill in your details and add your customers (or vendors) into inFlow.<\/p>\n\n

You can also use the sample customer<\/a> and vendor import list<\/a> we’ve exported for you.<\/p>\n\n

Before you start importing you’ll want to make a backup via the Main Menu > General > Backup Data<\/em>. Next try importing your new .csv file in via the Main Menu > General > Import Data<\/em> to see your items updated!<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"

You can import customer info \/ vendor info into inFlow On-Premise by using a .csv file. The only required field is “Name” , but there are other fields that you can input as well, like address, currency, contact. Please note inFlow does not have “first name\/ last name”, only a single field, and that the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_et_pb_use_builder":"","_et_pb_old_content":""},"categories":[20,27],"tags":[46,49],"_links":{"self":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3259"}],"collection":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/comments?post=3259"}],"version-history":[{"count":5,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3259\/revisions"}],"predecessor-version":[{"id":25398,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3259\/revisions\/25398"}],"wp:attachment":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/media?parent=3259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/categories?post=3259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/tags?post=3259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}