Bring your data in

Customers, prices and open balances from a spreadsheet, Tradify or ServiceM8.

1. Open Settings and choose Import.
2. Under What you are bringing in pick Customers first.
3. Under Where it comes from pick Tradify, ServiceM8 or Another spreadsheet.
4. Press Choose a file, then Check this file.
5. Check Which column is which. Nothing is saved until you press Bring it in.
6. Bring Open balances in last. Each row becomes a sent invoice under its own number.

• Rows copied straight from a spreadsheet can go under Or paste the rows in place of a file.