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How do I import projects from my accounting package?
How do I import projects from my accounting package?
Updated over 3 years ago

With the Excel data import function, you can import all your projects from your accounting package. However, if you want to also use the unearned income function you should follow the process below.

  1. Import all your data

  2. Fix the Complete % for all your stages

  3. Enable the setting.

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