Exporting and Importing Clients and Suppliers

Hi there,
I see the option to export clients and suppliers but I don’t see the option to import. Is this correct or is there a way around this. I’m setting up a new bullet account as I am going from sole trader to limited?
Thanks in advance

1 answer

Peter Connor Staff March 21, 2014

Hi Keith,
Your correct in setting up a new account. if you haven’t setup your limited company you can get the documents free here. It will save you 300 euro. https://formations.bullethq.com/
We don’t have an import for clients yet, but as your creating invoices we automatically add the client to the clients list.
Hope that helps. 

  1. cleardesigns March 21, 2014
    Hi Pete,

    Thanks for the prompt reply as always. That's no problem, just thought I would check first.

  2. Peter Connor March 22, 2014
    If you've a huge amount of client data we could migrate it for you. We'll be working better to improve imports.
  3. cleardesigns March 24, 2014
    Thanks for the offer, but given the number of clients adding them when I invoice will be fine.

    Many thanks,

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