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
.