How to import your purchase orders?

1 week ago
help_content
1 minute

To import your purchase orders into your Hsabati account, please follow these steps:

  1. Click on the “+” button (at the top left).
  2. Click on File Import.
  3. Click on the “Choose a template” button, then select “Purchase orders” from the dropdown menu.
  4. Click on “You can import a CSV file” to upload your purchase order list. The file must be in CSV format.
  5. A new window will appear. Match each detail in your list with the corresponding field in Hsabati.
  6. Tip: If an error message appears, check and uncheck a box.
  7. Click Next to continue.
  8. Click Import. When prompted with “Are you sure you want to import this data?”, click Yes.
  9. If the data is correctly entered and matched with the appropriate fields, the message “Import successful” will appear at the top of the screen. Click Close.
  10. Want to review your newly imported list? Go to the Sales module, then click on the Purchase orders tab to access all imported purchase orders!