BLOG Archive

Import Line Items

When raising an order, as explained on this help article - How to create a purchase order - you can import your line items. You may have all of the items you wish to buy on a spreadsheet. Provided the…

Bulk importing orders

You can bulk import orders from a CSV file. Go to the Documents > Purchases pages and select import from the New Purchase Order button. Now download the CSV template. The process is straight forwar…

Importing Projects

You can import your projects in exactly the same way you can import other assets.  Click on Import Projects Download our template Populate our template Import the saved CSV file back in …

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