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  5. How can I import selective accounts/customers/vendors into Xserp?

How can I import selective accounts/customers/vendors into Xserp?

To import customers/vendors from other systems:

Go to profile > party

Click the upload icon on the top right corner of the page.

Download the sample file from the screen

Prepare the CSV file accordingly

Choose the file from your computer

Click Upload

All your parties will be uploaded to your xserp account

You can view the list in the party page

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