A - Transferring or importing customers from Simply Accounting :

  • Open your Simply Accounting program
  • From the top menu bar, select Reports
  • From the Reports scroll down menu, select Lists
  • From the Lists options, select Customers
  • From the Customer List Options window, select “ALL” and click OK,
  • In the File menu, select Export,
  • In the Import Selection window, select the file to export.


IMPORTANT; Make sure in the Type field, that you have selected a .csv file extention,

Export the file to your Desktop,

  • From your desktop, open the .csv file,
  • Remove the first lines (rows) and make sure the first row are only column headers,
  • Rename the headers properly (Ex: one column for each of the following; Customer number, customer name, address, city, Province/State, Zip/Postal code, telephone, car make, model, year, VIN, mileage, etc.)
  • Save the file as an Excel format and follow the following (81b) steps.


B - Import or transfer customers from an Excel file :

  • Prepare your Excel file with all the information columns you want/have to import (Ex: one column for each of the following; Customer number, customer name, address, city, Province/State, Zip/Postal code, telephone, car make, model, year, VIN, mileage, etc.),
  • IMPORTANT; a customer number column is mandatory.  If you do not have one, use the 7 digits of his/her phone number, but without a dash or area code. (Ex 6753456, not 675-3456),
  • Once your Excel file is complete, Save and close it.  (You will not be able to import the information if your Excel file is open.)
  • Go to "Customer Management" / "Customer importation"
  • From the Customers sub-menu, click on Import clients
  • Click on the spy glass bellow the field "Excel file"
  • Find your file and double click on it
  • From the scroll down menu, select the proper spreadsheet,
  • Check the Box next to The first line is a header,
  • Match each Excel Column on the right to the appropriate GEM-CAR column on the left,
  • When complete, click on the large green arrow button to begin the transfer,
  • Exit when done.