Video - Counterparty Import Tool

In cieTrade.net, a Counterparty is a company with whom you conduct business. Understandably, your Customer may also be your Supplier and perhaps even an Expense Vendor. Rather than maintain separate lists for Customer, Supplier, and other Vendors, the Counterparty form is used to summarize the complete relationship between your organization and each business entity. Here you will assign roles, shipping locations, and invoice addresses to each of your business counterparts.

The following video will walk you through the process of filling out your Counterparty import tool, in order to bulk import counterparties onto your database.