Getting Started Checklist
This article provides the recommended order of imports to successfully get your database running smoothly. Clicking on each module link below will take you to the individual page where you can find additional detailed information for that area. Data for several modules may be imported in batch via a CSV spreadsheet file.*
We recommend entering your company data in the following order:
- Units of Measure
*To see a sample of a CSV import file, choose a Module and select the menu option in the upper right hand corner. Choose the “Import” option and then select “Download a Sample CSV File”.
This will provide a very helpful visual example of how your spreadsheet should be formatted before it can be properly imported into your database!
Note: At this time there is not a way to create additional blank databases. For help in this area, please contact Support.