Create an SO Importer template file : Sync

Create an SO Importer template file Print

Modified on: Tue, 17 Jun, 2025 at 10:31 AM

The article outlines the steps to How to create an SO Importer template file

FOLLOW STEPS BELOW:

1. Login to the Sync data utility.

2. Click Sales Orders- >Bulk Importer -> Import Data.

3. Click 'Create Template File'

4. Select the relevant template you would like to create a file for.

5. Click export Multi-Tab File to create a template file including lookup sheets.

6. Click export Simple File to create a template file with only the import sheet.

7. Name and save the file.

NB. For a quick tutorial watch below

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Create an SO Importer template file Print