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  1. Go to the A/R module

  2. Click on the Import tab

  3. Click the Import button

A pop up window will appear asking for the Import File. The Import File needs to be in CSV format.

4. Highlight the desired file to import

5. Click Open

A confirmation will appear letting you know the file has been imported. At this point if there’s any incorrect entries within the file you’ll be notified at this time.


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