Import setup files

To save time you can import the following setup files:

• Contacts (i.e. vendors and customers)
• Items
• People
• Locations
• Chart of accounts
• Groups
• Tags
• Inventory locations
• Budgets

To import setup files log in to your account and complete the following steps:

1. Navigate to the page for the information that you would like to import (e.g. Contacts)
2. Click on the "Import" button
3. Select the file that you would like to import (must be saved in CSV format)
4. Click on the "Upload" button
5. Make sure columns are properly aligned and check the "Header row?" and/or "Update duplicates?" boxes if applicable
6. Click the "Finish" button at the top of page