You can add Customer and Supplier contacts from the Company Contacts menus.
📎NOTE: The option to add contacts is only available if you don't have any integration with an accounting software. If you have an integration, the contacts will populate automatically.
Click Home from your account to view your list of companies.
Select the relevant company from the list.
Click the Company Contacts submenu.
📎NOTE: You need the Company Settings permission to access the submenus and the Company Contacts section.
The Company Contacts section includes two tabs: one for Suppliers, one for Customers. You can either Add a contact manually, or Upload multiple contacts.
Add a single contact
To add a contact manually:
From the Company Contacts page, select the Supplier or Customers tab.
Click Add Customers / Add Suppliers.
Give the Customer / Supplier a unique Code and Name.
Click Add Customer / Supplier at the bottom to confirm.
Uploading contacts in Bulk
If you want to upload multiple contacts at once, you can upload a .csv file using the template provided.
From the Company Contacts page, click the Supplier or Customers tab as relevant.
Click Upload Suppliers / Customers.
Click Sample CSV file of Supplier (or CSV file of Customer) to download the template.
Fill in the template making sure you keep the original headers Code and Description.
Once the file is ready, Select CSV to Upload.
Once uploaded, the list of suppliers will then show on the Supplier tab, and from the contact drop-down when editing your invoices.
📎NOTE: There’s no option available to download a list of suppliers or customers contacts after you create or upload them into AutoEntry. If you’re integrated with an accounting software, the contacts will synchronise from your account into AutoEntry automatically. In that case, you can try to download the list from your accounting package.