Skip to content

I suggest you to...

← Zoho Books

Mass Link or Bulk Link of Vendors and Customers

Hi, I am migrating from existing accounting software into Books. And we have about 300+ customers who are our vendors too. Currently I am manually clicking it to ensure we can link the customers and vendors together. If you can develop a bulk link or mass link of vendors through CSV will be the best solution!

Thanks!

1 vote
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Conan Ng shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Anonymous commented  ·   ·  Report

    I second this. Plus - some of my vendors have more than one contact. Why can't I just link these from CRM, rather than typing in their data in again one by one?

    The data is already there! Just allow linking.

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)