Navigation: Capium 365 > [Log into a client] > Settings


Within the settings button you will see these options:

  • My Business;
  • Preferences;
  • Demo Data;
  • Invoices;
  • Estimates;
  • Templates;
  • Integrations;
  • Imports; and
  • Exports.



Navigate to the imports page, where you will see this:


In this section, you can import your:

  • Customers;
  • Suppliers;
  • Products;
  • Bank Accounts;
  • Bank Statements;
  • Account Names;
  • VAT Rates; and
  • Users.


You have the ability to import data from your bookkeeping module for certain options, as listed below:

  • Customers;
  • Suppliers;
  • Products;
  • Bank Accounts;
  • Account Names; and
  • VAT Rates.


To import these from bookkeeping, please follow the steps below:

  1. Click on the circle next to the category.
  2. Choose to import from Bookkeeping:
  3. Click 'Next'.
  4. You will then be able to see a Success and Duplicate list depending on what you may have already imported.
  5. Click 'Accept and Continue'.

Your data will then have been imported from your bookkeeping module.