The Data page of Projuno Settings, is where all your Customer, Supplier and Item data is stored. It is also here, where you are able to add new data or edit an existing item in your account.

There are multiple tabs on the Settings page:

The Customers tab, displays all of your customers that have been added to Projuno. When sending Quotes or Invoices to customers, it is from this data, that you can select exisiting customers.

You can freely add customers to your account, by clicking the 'Create new customer' button at the top of table.

This will display a pop up where you can add the customer's details.
Once you have added the customer's details, click the 'Save' button.
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This customer can now be easily added to your Quotes and Invoices.
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The Suppliers tab, displays all of your suppliers that have been added to Projuno. When sending Quote Requests to suppliers, it is from this data, that you can select exisiting suppliers.

You can freely add suppliers to your account, by clicking the 'Create new supplier' button at the top of table.
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This will display a pop up where you can add the supplier's details.
Once you have added the supplier's details, click the 'Save' button.
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This Supplier can now be easily added to your Quote Requests.

The Items tab, displays all of your items that have been added to Projuno. When sending Quotes or Invoices to customers, it is from this data, that you can select exisiting items to build your Quote or Invoice.

You can freely add items to your account, by clicking the 'Create new item' button at the top of table.
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This will display a pop up where you can add the item details.
Once you have added the item details, click the 'Save' button.
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This item can now be easily added to your Quotes and Invoices.

In order to edit or delete existing data in your Projuno account, click the 3 dots next to the relevant data in the Actions column of the table.

This will display a pop up where you can select 'Edit' or 'Delete'.

When you click 'Edit',a pop up with the data will be displayed. Make your necessary changes then when ready, click the 'Update' button to save you changes to your account.

When you click 'Delete', that data item will be deleted from your account.

Need to import data in bulk into your Projuno account? We've made it super simple for you.

Download the .csv template for the relevant data type you wish to import.

Once you have populated it with your data, save it locally on your computer.

In the Bulk data import tab, select the data type you are wanting to import.

Drag and drop your populated .csv file onto the Projuno import area, or select the file from your computer.

Click the 'Save and Apply' button.
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Your data from the .csv file will now be imported into your Projuno account, ready for you to use, in Projects, Tasks, Quotes, Invoices and Quote Requests.