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Index |
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1. Choose which file you want to import data for by clicking on the appropriate one, for example "Customers"
2. Select Dynamics as the file format for importing.
3. The Dynamics data path will automatically originate from the Company Profile.
4. If you are importing items, also choose whether you are replacing the entire price list with the new one being imported, or only updating the existing price list.
5. Once you have made your selections, click on the Import button.