Export your customers to Plannit
Here are the steps to export your Acomba customer list to an Excel file so that we can import it into Plannit for you:
💡 Before you start exporting, make sure you've cleaned up your customers and products & services directly in Acomba.
In Acomba, go to the Customer list report configuration window, click on the spreadsheet mode button to export data to an Excel spreadsheet.
Once the information has been exported, each column in the spreadsheet will represent the value of a field in the customer list (e.g. number, name, telephone, etc.). We invite you to clean up your list and start Plannit with a complete, up-to-date list of your customers.
Send us your file via a new conversation in the Help Center of your Plannit application so that we can import it for you.
Export your products and services to Plannit
Here are the steps for exporting your Acomba products and services list to an Excel spreadsheet so that we can import it into Plannit:
In Acomba, go to the Product list report configuration window and click on this spreadsheet mode button to export data to an Excel spreadsheet.
Once the information has been exported, each column in the spreadsheet will represent the value of a field in the product list (e.g. number, description, etc.). We invite you to clean up your list to start using Plannit with a complete and up-to-date list of your products and services.
Send us your file via a new conversation in the Help Center of your Plannit application so that we can import it for you.
Add customers and new products and services after integration
Here are the instructions for adding new customers, products and services after integration with Acomba:
Adding new customers: should only be done in Plannit, as this is the operational system that allows you to manage the requests and documents associated with your customers. (NOTE: It is possible to extract data from your list in 2 clicks at any time if required).
Adding new products: as each product must be associated with your chart of accounts in your General Ledger to enable transactions to be imported from Plannit to Acomba, you will need to proceed as follows to create new items:
Create each new product in Acomba and associate the item with a GL account
Create the item in Plannit and add the Debit and Credit account reference as described here.