Help centre · Part 9

Add-ons and settings

Switch add-ons on and off, import your data, numbering, roles, security and notifications.

  1. Switch add-ons on and offTurn parts of Ziira on when you need them and off when you do not. Switching off keeps your data. Also how to move to a bigger starting set.About 5 minutes
  2. Import your data from spreadsheetsBring your product list, customers, suppliers, staff and opening stock into Ziira from a CSV file. Ziira checks every row first and shows a report afterwards.About 15 minutes for the first file
  3. Set document numbers and reasonsChoose how invoices, receipts and other documents are numbered by branch, and keep the lists of reasons staff must pick for voids, refunds and stock changes.About 5 minutes
  4. Roles, security and two-step verificationControl who can do what with roles, require a phone code at sign-in for powerful roles, and turn on two-step verification for your own account.About 12 minutes
  5. Set up email and SMS and see what was sentConnect an email or SMS gateway so Ziira can send reminders, daily summaries and alerts, check what was sent, and keep a do-not-contact list.About 10 minutes