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 lists live within your configuration section. You can access the import from either list or from the Import page within your configuration.
To access your Materials and Services lists:
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.
To access the Imports page:
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, Service List, or Import Data page.
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!