Import Data
Import your existing data from Zoho CSV exports. Steps must be completed in order.
1Import Contacts
Upload your Zoho Contacts CSV export. This imports customers with names, addresses, GSTIN, and phone numbers.
2Import Items
Upload your Zoho Items CSV export. This imports products and charges with rates, HSN codes, and GST rates.
3Import Delivery Challans
Upload your Zoho Delivery Challans CSV export. Challans are grouped by number with line items linked to customers and products.
4Import Invoices
Upload your Zoho Invoices CSV export. Invoices are grouped by number with line items, payment status, and custom fields.