- You can import various data from the tally to the moon invoice i.e. Contacts, Invoices, Products, Services, and Time logs.
- Let's say we want to import all the contacts from the tally to Moon invoice, then first you need to export all contacts from the tally in CSV format.
- Ensure you have a CSV file containing all the necessary details.
- Navigate to the contact section and click on the "Show More" icon.
- Select the "Import" button.
- Choose the CSV file from your device.
- Optionally, you can download a CSV-formatted template for reference.
- Once you've uploaded the CSV file, you can map the columns based on your file's structure
- Click the "Preview" button to review the contact data.
- Finally, click the "Import" button to import the contacts
- Here, you'll find a comprehensive list of all the imported contacts.
Similarly, you can import data for contact information, products, invoices, services, and Time logs.