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Knowledge Base /📃 Ascora Feature Guides /🔄 Importing Guides

🔄 Importing Guides

🔄 Automatic Supplier Invoice Importing

Ascora can automatically read in invoices you received from your Suppliers via email. Once the email has been processed Ascora will create t...

🔄 Importing Guides · 3 min read

📥 How Job Email Import Works

The Job Email Importer in Ascora streamlines job management by allowing customers to email job details directly to a designated mailbox, whe...

🔄 Importing Guides · 5 min read

📩 How To Configure Your Gmail Account / Set up Automatic Import for Supplier Invoices

Note : Google has recently made some changes to their authentication methods for Gmail. Starting in autumn of 2024, you and your users must...

🔄 Importing Guides · 7 min read

🔄 How to Manually Import Customers and Sites

Managing customer data efficiently is crucial, especially if your business deals with multiple sites under a single billing entity. Ascora a...

🔄 Importing Guides · 6 min read

📄 How to Remove Everything After a Specific Character - Excel

Step 1: Decide which character you need to format. Step 2: Use an empty column to start writing your formula. Step 3: Use the following form...

🔄 Importing Guides · 1 min read

💻 How to Update Markup for Certain Supply Categories

Keeping your supply pricing and markup rates updated ensures that your business maintains healthy profit margins while staying competitive....

🔄 Importing Guides · 3 min read

🔄 Importing Guides

Managing data efficiently is key to keeping operations smooth and minimizing manual work. Ascora's importing tools allow you to bring in ess...

🔄 Importing Guides · 2 min read

⚒️ Importing Jobs

Transitioning to Ascora or updating your system with bulk job data doesn't have to be complicated. The Job Import Template ensures a smooth...

🔄 Importing Guides · 4 min read

📃 Importing Quotes

Bringing your existing quotes into Ascora doesn’t have to be a time-consuming process. The Quote Import Template allows for a seamless trans...

🔄 Importing Guides · 4 min read

⤵️ Setting up Automatic Import for Supplier Invoices - Office 365

Manually processing supplier invoices can be time-consuming and prone to errors. Ascora's Automatic Supplier Invoice Import feature allows b...

🔄 Importing Guides · 5 min read

📃 Supplier Invoice Format Supported

The following list refers to suppliers with invoice formats that are supported by Ascora either via manual import or automatic import. When...

🔄 Importing Guides · 9 min read

📃 Supply Import Template - References

Note: Highlighted in yellow are compulsory fields. Column Label Header Compulsory Field Notes A PART NUMBER YES When importing updated price...

🔄 Importing Guides · 4 min read

⌚Importing Timesheets

Keeping accurate records of employee work hours is essential for job costing, payroll, and productivity tracking. Ascora allows you to impor...

🔄 Importing Guides · 3 min read

🖥️How to Remove Formulas or Paste Data as Values in Excel

When importing supplies or supply prices into Ascora using the Ascora Supply Import Template , it’s crucial to remove any formula-based nume...

🔄 Importing Guides · 2 min read