Create your data upload CSV files is simple.
Perform an extraction of your accounting tool (for receivable items) or your CRM tool (for clients and contacts) in Excel
. More information about upload files here
Make sure the first line contains a description of the column (for example below an SAP extraction). You will be able to associate the description with the corresponding field of My DSO Manager
when importing the file with Smart Upload
Then save the file by selecting this Excel
type: CSV (Comma delimited).
Your CSV file is created. You can import your data in My DSO Manager
with the import module Smart Upload