Import live or historical quotation, orders, invoices, etc. from your old system via spreadsheets
6 articles
Import Leads from a SpreadsheetFrom your old system or a one-off event or source
Import Quotations from a SpreadsheetImport the top level details
Import Jobs/Orders from a SpreadsheetMore than one job/order can be imported from a spreadsheet
Import Purchase Orders from a SpreadsheetMore than one one Purchase Order (PO) can be imported in one spreadsheet
Import Invoices from a SpreadsheetMore than one invoice can be imported from a spreadsheet
Import Contracts from a SpreadsheetMore than one contract can be imported from a spreadsheet