Client / Vendor Contact Import

1. Prepare the Contact Import Template.

2. Open the Contact Window.

The Contact window can be accessed either through the Sales or Purchasing Module. The same table contains Client Contacts and Vendor Contacts.

Open the Contact Window.

3. Import the Contact Template.

Import the Contact Template.

4. Select the Import Template.

Select the Import Template.

5. Import is complete.

When the Contact Import process is complete, there is no confirmation message from AcctVantage. If you do not see any error messages, the Contact Import was successful!