import template for new job to existing customer

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Hi, we typically have many new jobs created and linked to one customer. Does Reckon have a template (xls. csv ??) that allows you to bulk upload many new jobs and link them to existing Customers in the database  ?
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Lisa Campbell

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Posted 2 months ago

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Data Rec, Employee

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Hi Lisa,

The best way to see what the export/import format looks like is:

1) Create a blank new data file
2) Create a Customer
3) Create a Customer:Job that is linked to that customer
4) Export the Customer List as an IIF (tab-delimited text) which you can open in Excel
5) You can then manipulate that file to create your own new "Jobs" which can be assigned to Customer names


Data Recovery Team