Importing your data in to JCurve is easy. Use the below links to select the right template for importing data.
When importing new data it is generally recommended to import your Vendors, Items and then Customers. This ensures required data is in place for dependent records.
Vendor Template:
Click here to download the Individual Vendor CSV import template.
Inventory Templates:
Click here to download the Inventory Item CSV import template.
Click here to download the Non-inventory Item for Purchase CSV import template.
Click here to download the Non-inventory Item for Resale CSV import template.
Click here to download the Non-inventory Item for Sale CSV import template.
Customer and Contact Templates:
Click here to download the Customer & Contact combined CSV import template.
Click here to download the Individual Customer CSV import template.
Click here to download the Individual Lead CSV import template.