Pandle's Import tool helps you enter information quickly and easily. If you're transferring to Pandle from another system you can use this tool to import the details of any customer or suppliers that you already work with. You can also use the Imports feature to enter any invoices from your start date in Pandle.

Important: If you have transactions before your start date, then you should enter opening balances to account for them.

How do I import my customers' and suppliers' details?

Import customer details into Pandle

Import supplier details into Pandle

Import customer invoices

Import supplier invoices

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How do I import my customers' and suppliers' details?

You'll need to export your customer and supplier information as a CSV file from your previous accounting software, ready to upload into Pandle.

The process for exporting this data varies depending on the software or system that you were previously using. This option is generally found under the settings menu or reporting function, but ask your previous provider if you're not too sure, or check in with our Live Chat team for help.

Import customer details into Pandle

Click 'Customers' in the navigation bar, and select 'Customers' from the menu.

On the Customers page, click 'New'.

Then select 'Imports' from the menu.

On the New Data Import screen, enter a description for your import (to help you identify it later).

Use the dropdown menu to set the type as 'Customer Import'.

Drag and drop your CSV file, or click 'Browse Files' to select a file from your device. The import box will list the column headings that Pandle can read. Pandle will ignore any columns without these exact headings, so you might need to edit your CSV file to make sure that information matches correctly.

Then click 'Save And Upload' when you're ready.

Pandle will import your file, and automatically take you to the All Uploads screen once the upload is complete.

Search or filter the imports to find your customer import in the list. The 'Draft Records' column shows how many draft entries were imported.

Click the 'Check and Confirm Records' button next to your import.

Then select the 'Check' tab. The notification counter shows how many entries in this import are waiting to be confirmed.

Check the imported data for your customers, and enter any additional information that you would like to include such as credit limits for particular customers, or use the dropdown menus to add customers to customer groups.

Click the selection box for individual customers, or click the selection box in the heading to select all of the customers at once.

Click 'Confirm Checked Customers' to create customer profiles in Pandle for each customer.

Import supplier details into Pandle

Click 'Suppliers' in the navigation bar, and select 'Suppliers' from the menu.

On the Suppliers page, click 'New'.

Then select 'Imports' from the menu.

On the New Data Import screen, enter a description for your import (to help you identify it later).

Use the dropdown menu to set the type as 'Supplier Import'.

Drag and drop your CSV file, or click 'Browse Files' to select a file from your device. The import box will list the column headings that Pandle can read. Pandle will ignore any columns without these exact headings, so you might need to edit your CSV file to make sure that information matches correctly.

Click 'Save And Upload' when you're ready.

Pandle will import your file, and automatically take you to the All Uploads screen once the upload is complete.

Search or filter the imports to find your supplier import in the list. The 'Draft Records' column shows how many draft entries were imported.

Click the 'Check and Confirm Records' button next to the file import.

Select the 'Check' tab. The notification counter shows how many entries in this import are waiting to be confirmed.

Check the imported data for your suppliers, and enter any additional information that you would like to include, or use the dropdown menus to add or change information.

Click the selection box for individual suppliers, or click the selection box in the heading to select all of the suppliers at once.

Then click 'Confirm Checked Suppliers' to create supplier profiles in Pandle for each supplier.

Importing invoices into Pandle

If you create your invoices outside of Pandle, or if you have invoices from a previous period, you can import these into your bookkeeping.

Import customer invoices

Click 'Customers' in the navigation bar, and select 'Customers' from the menu.

On the Customers page, click 'New'.

Then select 'Imports' from the menu.

On the New Data Import screen, enter a description for your import (to help you identify it later).

Use the dropdown menu to set the import type to 'Customer Invoice Import'.

Use the dropdown menu to select the date format that is used in your CSV file. This is so that Pandle records invoice dates correctly.

Drag and drop your CSV file, or click 'Browse Files' to select a file from your device. The import box will list the column headings that Pandle can read. Pandle will ignore any columns without these exact headings, so you might need to edit your CSV file to make sure that information matches correctly.

Click 'Save And Upload' when you're ready.

Pandle will import your file, and automatically take you to the All Uploads screen once the upload is complete. Click the 'Check and Confirm Records' next to your import to check each entry, and confirm them into Pandle.

Import supplier invoices

Click 'Suppliers' in the navigation bar, and select 'Suppliers' from the menu.

On the Suppliers page, click 'New'.

Then select 'Imports' from the menu.

On the New Data Import screen, enter a description for your import (to help you identify it later).

Use the dropdown menu to set the import type to 'Supplier Invoice Import'.

Use the dropdown menu to confirm the date format that is used in your CSV file. This is so that Pandle records invoice dates correctly.

Drag and drop your CSV file, or click 'Browse Files' to select a file from your device. The import box will list the column headings that Pandle can read. Pandle will ignore any columns without these exact headings, so you might need to edit your CSV file to make sure that information matches correctly.

Click 'Save And Upload' when you're ready.

Pandle will import your file, and automatically take you to the All Uploads screen once the upload is complete. Click the 'Check and Confirm Records' next to your import to check each entry, and confirm them into Pandle.

Related articles

Customers

Customer grouping

Creating Customer Invoices

Entering customer invoices

Suppliers

Importing Suppliers - Product Tour

Entering Supplier Invoices - Product Tour

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