Bulk Import of documents and attachments into Exact Synergy Enterprise

Starting with Exact Synergy Enterprise and you need to upload files from your local folder or shared drive to Synergy.

This can now easily be done with our Import Plus Documents Import Wizard. In an Excel file you enterĀ the document type, subject and the full path to the document (when required you also can pass on additional data like account,contact, item, project etc.). Then upload the Excel file to Synergy and follow the steps in the Import Wizard after completed all your documents will be availableĀ as documents in Synergy with an attachment.