In this article we will show you how to use our migration tool to import your products and services to FINOM from a CSV file.
Click on the name of your company, located to the top right side of your dashboard, and select "Import data to Finom" from the dropdown list.
Now you're in the Migration Tool. Select the option, "Import products".
Click on the blue square to upload your CSV file with the list of products/services you want to add to Finom. A window on your laptop will open, and you'll have the possibility to select the files you want to upload. Only CSV files are supported.
The file will be processed by Finom, and you'll see this uploading screen.
Your products/services should now be uploaded to Finom, and you can check the full list in this table. Here you can select which ones you want to add to your account and also assign the properties you require.
Once the full list is completed, click on the red button "Continue" to finalize the process.
In this table, you will have the possibility to check a preview of the list of products/services you are about to import. If everything is correct, click on the red button, "Import selected".
Great! Now your products are correctly imported to FINOM and you can use them to create your invoice. If you encounter any issues, or have any further questions, then don't hesitate to get in touch with our Customer Care team using the in app chat, or via email at [email protected].