AvailSuite - Service Management Software
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This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.
Importing Customer, Vendor, Service, and Inventory lists from Excel files

The feature is unavailable in Personal edition.

AvailSuite allows you to import your lists of customers, vendors, services, and inventory from Microsoft Excel files. To use these imports, follow the instructions.

  1. Prepare files for import.

    Check that the format of the file you want to import accords to AvailSuite's requirements.

  2. Choose the import you would like to start.
    1. In AvailSuite's Maintenance menu on the main form, choose Utilities and then Import\Export Wizard.
    2. The wizard starts.
    3. Select corresponding data source.
  3. Set import parameters on the import wizard form.
    1. Select an import type youd like to start: customers, vendors, services, or parts.
    2. Choose a source import file.
    3. If the first row of the first sheet of the file is a header, set the Skip First Line (header) checkbox. Otherwise, if the first row contains data to import, reset the checkbox.
  4. Start the wizard.

    Click Next.

  5. The wizard will perform the import and provide you a report about its work.

Please note that AvailSuite does not search for duplicates on importing. It just adds all records from your file into the system. Therefore, if you will run the import again, AvailSuite will add all records once again.

Please note that AvailSuite does not import file not satisfying its format requirements.

Importing Data: File Format Requirements

Please check that a file you would like to import into AvailSuite satisfy the following requirements.

  1. The format of the file is Microsoft Excel.
  2. All importing data is on the first sheet.
  3. All cells must be in General format.
  4. All data should start in the first column/first row (see also the next point).
  5. An excel file may have a header row, which may contain headers instead of data. This row is ignored.
  6. Data in columns is filled the same way as in samples provided with AvailSuite.