Business Manager Lite allows to import customer list from Excel file. To perform import, please follow these steps:
- Open plugin folder (C:\Users\USER_NAME\AppData\Roaming\SDL\SDL Trados Studio\15\Plugins\Unpacked\Business_Manager_Lite).
- In this folder, find CustomersTemplate.xlsx file, open it and use as a template for filling customer list. Take a note that it is restricted to edit column names. However, you can remove unwanted columns if you wish.
- When file is read, save it as CSV comma-delimited file.
- In the Business Manager Lite, go to the customer list and click Import from CSV button on the toolbar.
- Select your file and wait when operation finishes. You will see confirmation success message or error message describing an error occurred during import.
- Click OK to view refreshed list of customers.