How to fill Organizers

Last updated: 2021-07-01
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Organizers are like your binders

Organizers are like your binders, where you keep information. Each Organizer includes information about one subject; for example, Companies Organizer, Properties Organizer, Contracts Organizer, Employees Organizer, Legal Organizer, etc. Information is kept in Organizers in the form of records.

You can input information in several ways. The most common is manual input. You can gradually fill in your data into Organizers. You can also upload data from external sources such as Excel sheets or any other tables, where you keep your data. The last option is integration with another system. That could typically be a payroll system, from which you will input data to your Employees Organizer.

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Manual Input

Manual input of data is the most common one. You can gradually fill your data in. You can Manual input of data is the most common one. You can gradually fill your data in. You can create records progressively; for example, incoming invoices, new employees, new contact person, etc.; for example, incoming invoices, new employees, new contact person, etc.

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Data Import

Group import from Excel or other tables with information can occur either initially or anytime while using the system. When you are uploading data at a later stage, you have to ensure that you have your original file cleaned up to avoid duplicity. The initial import does not check duplicity. It does not limit the user in any way and lets you input anything you wish.

Input from another system

Another way to input data is integration with another system, which is your original data source. You can input, for example, Employees Organizer with information from the Payroll system. This way, you will always have the latest information.