Importing Existing Data

How do I import my contacts / customers?
Your existing contact / customer records can be automatically linked through your Xero or you can upload an CSV or excel file. Management Portal, CRM>Con...
Mon, 25 Apr, 2022 at 11:13 AM
How do I Import my Database?
Databases can be imported through, Management Portal, Databases>New Database. Uploading a database into Formitize Tutorial Video Attaching a database t...
Mon, 25 Apr, 2022 at 11:15 AM
How do I Import my Items?
Items can be automatically imported through your existing Xero data and through your Management Portal, CRM>Accounts>Items>+Import.
Mon, 25 Apr, 2022 at 11:14 AM
How do I import my jobs?
Jobs can be automatically imported through your existing Xero data and through your Management Portal, Jobs>Import Jobs.
Mon, 25 Apr, 2022 at 11:12 AM
What can I import?
You can import an extensive range of information from your existing systems, files and build files to gather information. This information includes: Jobs ...
Mon, 25 Apr, 2022 at 11:11 AM