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Bulk Importing and Editing

Importing and Bulk Editing Partners

Bulk Upload

You have the option to upload your entire partner list into Billingo based on a template file. Click on the Partners menu and select the Import option.

Here, the "Download Sample File" option is available. Clicking this will provide you with the required format for uploading partners into the system.

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Important Details:

  • You must fill in the Type (Típus) value in column V of the table. This value determines whether the uploaded partners appear only on the expense side, only on the income side, or both.

  • The available options are (please pay attention to case sensitivity):

    • (Visible only on income side)

    • (Visible only on expense side)

    • Both

  • You do not need to fill in the ID field in column A.

After selecting the file, click the "Import" button and wait for the data to be processed. 

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If the upload is successful, a notification will appear; simply click the close button

Your partners are now imported and can be viewed under Partners / Partner List.

Note: For large volumes of partners, processing time may increase.

Bulk Edit

In addition to bulk uploading, Billingo also provides an option to bulk edit previously recorded partners. To do this, select the Bulk Edit option in the Partners menu.

Step 1: Exporting Partners

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First, select which partners you want to export:

  • All partners: Exports your entire list.

  • Starts with: The beginning of the text must start with the searched text (e.g., "John" will export "John Smith").

  • Contains: The searched text must be in the text (e.g., "ith" will export "John Smith").

Click the "Export" button. The system will generate a table similar to the template file but pre-filled with your partners' existing data. Once the file is ready, click "Download".

Step 2: Editing and Re-importing

  1. Perform the necessary modifications in the table and save it.

  2. Go back to the Partners / Bulk Edit menu.

  3. In the second step, click "Browse" and browse for your modified XLSX file.

  4. Click the "Import" button.

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Once Billingo finishes processing the data, click "Close" in the feedback window. The updated partner information will now be visible in your partner list.