2025-1Q: [CRM] Custom Credits added to Import Tool

The Import Data tool is enhanced to support credit note bulk uploads. In order to use this tool a csv file containing the credit data is needed. 

For a smooth import: remove the header from the file and make sure the date is in the format yyyy-mm-dd.

To make use of this feature:

    1. Hover on menu Settings to select Import Data from the dropdown list

    2. Select Custom Credits table and proceed to Load Interface

  3. Select the fields that will be imported and organise these based on the columns of the csv file

    4. Proceed to select the Import button

Useful link/s: 

https://sites.google.com/a/azotel.com/wiki/2016-4q-simpler-ability-to-customize-reasons-for-custom-credits

https://sites.google.com/a/azotel.com/wiki/credit-note

https://sites.google.com/a/azotel.com/wiki/2021-4q-acc-auto-apply-credits-to-custom-invoice

https://sites.google.com/a/azotel.com/wiki/2023-4q-accs-credit-description-nominals

https://sites.google.com/a/azotel.com/wiki/2024-3q-acc-ability-to-not-auto-assign-credits-to-invoices

Published Date: 29 January 2025

Engineer: PD

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