{"id":1323,"date":"2023-08-11T04:42:07","date_gmt":"2023-08-11T04:42:07","guid":{"rendered":"https:\/\/fieldmi.com\/?post_type=knowledgebase&p=1323"},"modified":"2024-01-11T07:03:48","modified_gmt":"2024-01-11T07:03:48","slug":"use-credit-import","status":"publish","type":"knowledgebase","link":"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/","title":{"rendered":"Use Credit Import"},"content":{"rendered":"

Step 1: <\/strong>Navigate to Dashboard>Customer Management>Customer Master<\/p>

\"\"<\/figure>

Step 2: <\/strong>Click On Credit Import Button.<\/p>

\"\"<\/figure>

Step 3<\/strong>. Click on Here Link For Download Credit Import Template<\/p>

\"\"<\/figure>

Step 4: <\/strong>Fill All The Details And Save The Template.<\/p>

\"\"<\/figure>

Step 5: <\/strong>Click On Choose File And Select Saved Template.<\/p>

\"\"<\/figure>

<\/p>

<\/p>","protected":false},"excerpt":{"rendered":"

Step 1: Navigate to Dashboard>Customer Management>Customer Master Step 2: Click On Credit Import Button. Step 3. Click on Here Link For Download Credit Import Template Step 4: Fill All The Details AndRead More…<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[10],"class_list":["post-1323","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-customer-configuration"],"yoast_head":"\nUse Credit Import Solution : Financial Management<\/title>\n<meta name=\"description\" content=\"Elevate your financial integration Use Credit Import feature. Our solution for credit data integration, enhancing financial management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Use Credit Import\" \/>\n<meta property=\"og:description\" content=\"Elevate your financial integration Use Credit Import feature. Our solution for credit data integration, enhancing financial management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/\" \/>\n<meta property=\"og:site_name\" content=\"FieldMI\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/fieldmitechnologies\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-11T07:03:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-75.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@FieldmiT\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/\",\"url\":\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/\",\"name\":\"Use Credit Import Solution : Financial Management\",\"isPartOf\":{\"@id\":\"https:\/\/fieldmi.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/use-credit-import\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-75.png\",\"datePublished\":\"2023-08-11T04:42:07+00:00\",\"dateModified\":\"2024-01-11T07:03:48+00:00\",\"description\":\"Elevate your financial integration Use Credit Import feature. 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