You can import data into by using CSV Comma Separated Value. A type of text file that you can use to import data into from other applications. files. These files can be created in a spreadsheet or text editor, or by exporting them from other applications.
Open any of the articles below for full details of data import options and sample CSV import templates.
Additional data import types will be available soon.
Importing data into
- Import clients
- Import client contacts
- Import costs
- Import jobs
- Import job costs
- Import job tasks
- Import leads
- Import staff (Premium only)
- Import suppliers
- Import supplier contacts
- Import tasks
- Import timesheets