Settings
4 articles
- Import contacts and price book items from a CSVExisting customers or a catalogue come into Zaras through a four-step guided CSV import: choose the type, upload the file, map its columns, review and import. Importing only ever adds new records — nothing you already have is changed or removed.
- Invite and manage your teamEveryone on your team signs in with their own account, and their role sets what they can see and do. Open Settings → Team & roles on the web, or Settings then Team & roles in the Zaras app. With more than one member it has two tabs, Team and Roles. Any member can read it; changing anything needs the capabilities named below, which owners and admins hold by default.
- Take online payments with StripeCustomers can pay an invoice by card from the emailed invoice page once your workspace is connected to Stripe and online payments are switched on. The money goes to your own Stripe account, and Zaras records the payment against the invoice automatically.
- Set up your business in the first weekTen settings pages decide what customers see and how your numbers add up. Do them in this order. On the web, open Settings in the sidebar and pick the group and item; the Zaras app lists the same pages, capitalised (Business Info, Price Book, Tax Settings, Payment Terms, Calendar Settings) where the web reads Business info, Price book, Tax settings, Payment terms, Calendar settings. Most pages need Manage business settings or Manage financial settings, held by owners and admins by default; anyone else asks an owner or admin.
