How to Import Data from a Connected Accounting System

Step-by-Step Instructions

1. 

   This video demonstrates how to import data from a Connected Accounting System. Currently, the customer list is empty.

2. 

   Navigate to Settings in the top right corner. Under Integrations, select Connect Hunting. The page displays your connection to the Hunting System and available import options.

3. 

   Available import options include text code, account code, import items, customers and suppliers, and contacts.

4. 

   Select Customers and Suppliers as the import type. Click Start to begin the import. The process runs in the background. You will receive an email confirmation once the import completes.

5. 

   After receiving the confirmation email, return to the previous screen to verify the data has been successfully imported.