You can import Breeze data from an Excel spreadsheet, saving time and effort.
To import setup data
1. Go to Admin > Import Data.
2. Select the type of data you are going to import.
3. Click the Export Template button.
4. Save the template on your local computer or device.
5. Open the template in Excel.
6. Complete a row for each object you want to import.
The Excel spreadsheet has three tabs: TemplateFile, Sample, and Tips.
TemplateFile: Enter your data in this tab.
Sample: View sample data (i.e. what a completed template will look like).
Tips: View an explanation of each column in the spreadsheet, for example, Property, Unit_Code, etc.
7. Save the template.
8. Import the template to Breeze. You can drag and drop the file onto the Breeze screen, or you can browse from Breeze and select the file.
Import Requirements
Properties and Vendors have no requirements. (You can import them without setting up anything else first.)
The following objects require prior setup:
Units require Properties.
Owners require Units.
Journals require Properties and GL Accounts.
Bank Accounts require Properties and GL Accounts.