CSV Import File Library
Use the following example CSV files as the basis for creating your own import files to import data into WorkflowMax from external sources.
| Example CSV file for importing... | For further details see... |
|---|---|
| Clients and contacts | Importing clients |
| Costs | Importing costs |
| Job costs | Importing job costs |
| Jobs | Importing jobs |
| Leads | Importing leads |
| Payments | Importing payments |
| Staff | Importing staff (WorkflowMax Premium only) |
| Suppliers | Importing suppliers |
| Tasks | Importing tasks |
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