Import Customers and Projects

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You can easily import your customers and the associated jobs and projects from another system into Monchilla.

Format Your File

To import your customers and projects you need to put it into a format that Monchilla can understand. You can either use a free gmail account or you can use a spreadsheet application.

Desktop Spreadsheet Application

If you have a spreadsheet application like Microsoft Excel you can download the CSV Customers and Projects Template. See below for detailed information on how to populate the template.

Gmail (Google Docs)

If you don’t have a spreadsheet application you can use Gmail (from Google). Click to open the Customers and Projects Template.

Note: If you don’t already have a Google account, you can get a free one at accounts.google.com.

Next, create an editable copy. Click File, then select Make a copy....

Enter a name for the file and click OK.


Now, in your copy of the spreadsheet, you can delete the sample data and paste in your existing records. Be careful not to delete or edit the column headings.

Projects should be prepended with the name of the customer and placed in the "Customer" column in the format of Customer:Project. For example if the customer is ABC Foods and the project is Warehouse Build, the project name is ABC Foods:Warehouse Build.

Customer names should be listed in the "Customer" column. Be sure that all customers that have a project are also listed on their own. For example if ABC Foods:Warehouse Build is listed in one of the rows in the "Customer" column be sure that one of the other rows also contains just the customer "ABC Foods." Otherwise the project might be mistaken for a customer.

Note: the only required field in this template is the "Customer" column.

Export the Spreadsheet to .CSV Format

Once you have updated the spreadsheet entries, export the file by clicking File, select Download as…, and select Comma separated values (.csv, current sheet).


The file is downloaded to your Downloads folder. 

Import the File to Monchilla

Now, open your Monchilla account. To navigate to the Import page, hover over Settings, and then click Import.


On the Import page, click Skip this Step to get to Step 2: Import Customers and Projects.

 

Next, click Select.


In the window that opens, select the .csv file you just exported, and click Open.


The selected filename will appear below. Then click Import Customer List.


If the import is successful, the page will move ahead to Step 3: Import Vendors.

If the import fails, you will receive an error message. Make sure that the format matches the template and that the filename only contains letters.

You can view your imported customer list on the Customer page. Hover over the Income tab, then click Customers.


Your imported customer list is shown.




Click Income>>Projects and notice that your projects are listed and that they are associated with the correct customers.

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