Import Settings

Another way to Import your Customers, Assets, Expenses, and Items & services are in your settings.

Click your gear icon and then the “Import Customer, Assets, Expenses, and Items & Services” tab.

Once on this page, you will see 4 different buttons that will you allow you to import information using a .CSV file.

When you click on “Import Customers” you will be taken to a page that has a sample .CSV file you can download to make sure your document is how it needs to be for a successful import.

To learn how to import customers click here

When you click Import Assets (Properties) you will be taken to a page that has a sample .CSV file you can download to make sure your document is how it needs to be for a successful import.

When you click on Import Items & Services you will see a blue “Click to Select File to Import” button. Click this to import your .CSV file for items and services.

When you click “Import Expense” you will be taken to a page that has a sample .CSV file you can download to make sure your document is how it needs to be for a successful import. Once you have a file ready to import, click the blue “Click to Select File to Import” button.

Updated on December 18, 2022

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