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.

2. From the File menu choose Import...

Select Import Records from the File Menu


3. Select whether you want to import Clients or Products

Import Options dialog box


4. Locate your file to open

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.

Match field names dialog box


6. Select which fields to import.

Select fileds to import image


7. Click the button marked Import.
   
         
   
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