Exporting Creditors to a Spreadsheet and reimporting

This example shows exporting and re-importing employees.

https://youtu.be/DPHiXBM_8K8

Note

• The exported creditor spreadsheet inserts CreditorID and CounterpartyID columns, which allows the importing process to match the creditors. When exporting/importing into the same job do not remove the CreditorID or the CounterpartyID columns.
• When exporting from one job and importing to another job you will need to delete the Creditor ID column before importing into the new job.