Put in all the Materials & Services you use through a Spreadsheet to save on accounting overhead.
Using this guide, you can:
In Accelo, your Material and Services list live in your configurations. You need to access the list page in order to perform your import.
To access your Materials and Services:
Click the Module button at the top left of the screen and select Configuration.
Click the Materials & Services button on the lower left.
Click the Material List or Service List button.
Click the +Import button available at the top right of the list.
It’s important to consider whether or not you want to import in a Service or Material in Accelo before you begin your import. To decide between one or the other on your import, adhere to the following:
For Services: Do not include a Unit Cost or Price
For Materials: Include a Unit Cost or Price
Note: All cells in your CSV file should be formatted as "Text"
To make sure your Account/Tax Codes import properly, make sure their title exactly matches your existing ledger codes in Accelo. Templates for these imports can be found at:
After constructing your desired list, it’s time to perform your import into Accelo.
To Import your Materials and Services:
Click the Import button from either the Material List or Service List.
Upload the CSV on the next page.
Map the Import Fields as shown above.
Click the Next - Preview Import button to check how your fields will come in.
Click the Confirm button, and you’ll be all set!