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