| Import data into CG Invoicer
To import data from an outside source such as an Excel spreadsheet take the following steps:
| 1. Open CG Invoicer. |
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2. From the File menu choose Import...
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3. Select whether you want to import Clients or Products
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| 4. Locate your file to open |
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5. In the Field mappings dialog match up your fields with the appropriate CG Invoicer fields. You can drag the fields on the right up and down to match the fields on the left.
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6. Select which fields to import.
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| 7. Click the button marked Import. |
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