- Make sure that the default Functional Currency is filled up in Company Configuration
** This will be added to the entity to be imported - Open Entity search screen
- Click the Import button to open the Import Entities from CSV screen
- On Import Entities from CSV screen, click Browse button and select the file to be imported
- Click the Import button
- When importing is successful, this message will appear:
- In the case where importing fails:
- Clicking the OK button on the message will show the error log showing which fields has missing/incorrect data
Overview
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