Importing Data
Import from other systems using spreadsheets
21 articles
Customer Data
Everything you need to know about importing customer data
- Import Customers from a Fixed SpreadsheetStep-by-step instructions on importing your customers into Zigaflow
- Import Customers from a Spreadsheet with Selected ColumnsImport your clients by mapping fields from a spreadsheet which is not our template layout
- Importing ContactsUse the flexi-import to import only the columns of data you need
Supplier Data
Learn how to import data relating to your suppliers or vendors
Items
How to import items, and their attachments, etc.
- How to Import Spreadsheet Data with Specific ColumnsA flexi-import allows you to map the information in your spreadsheet to where you want it in your Zigaflow item list
- How to import items into your item list using our spreadsheet templateUse our default template to import your items into your item list
- Bulk Importing Attachments onto ItemsImport specifications and other attachments in bulk onto items
- Bulk Importing Images onto ItemsImport images easily by either matching filename or other methods
- Importing Item AttributesHow to set them up, and populate them
Import Client/Customer Assets
Import items at the customers' locations that you service
Existing Quotations, Orders, etc.
Import live or historical quotation, orders, invoices, etc. from your old system via spreadsheets
- Import Leads from a SpreadsheetFrom your old system or a one-off event or source
- Import Quotations from a SpreadsheetImport the top level details
- Import Jobs/Orders from a SpreadsheetMore than one job/order can be imported from a spreadsheet
- Import Purchase Orders from a SpreadsheetMore than one one Purchase Order (PO) can be imported in one spreadsheet
- Import Invoices from a SpreadsheetMore than one invoice can be imported from a spreadsheet
- Import Contracts from a SpreadsheetMore than one contract can be imported from a spreadsheet