Begin by creating a folder named and saving it to a cloud storage service of your choice; this ensures that it will not be lost even if your PC data is lost.
Create a new folder within the folder, and name it .
Now, open the system and select , then .
Before proceeding, your current company data. This is done to guarantee that if anything goes wrong, you can restore the system to its pre-import status.
After the backup, click and choose the that you want to import. You can start with either or . In this case, we’ll start with , thus the will be .
Click , then select the data type to import as and the file from your computer in the folder you created. Select the file to import and click .
Click , and leave the as is. Click .
The data will now be imported into your system, click .
Repeat the process for the , making sure to choose the as the .
Lastly, import the and set the to . The are now the real documents for the transactions you’ve done with the imported customer and supplier records.
When finished, all data will be captured in your system, just as it is in .
Open the folder on your PC and copy all the imported files to the folder you created; this ensures that you do not reimport the same files the next time you import files to the system.
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