Data Imports
How to Import your data into Total Synergy.
10 articles
Importing Staff RecordsAdding Staff is the first big step forward, it covers all of the business-relevant information about the people who work for your company.
Importing ContactsContacts include project relevant companies & people. This step creates profiles that must exist before importing project data, like clients
Importing Projects and Project ContactsProject Details are the first of two steps to get your project data up and running in Synergy, the other is Importing Project Financials.
Importing Project FinancialsProject Financials are the second of two steps to get your project data up and running in Synergy.
Importing WIPHow to use the WIP Import spreadsheet to import un-invoiced time and expenses - this builds the transaction-level data used for invoicing.
Custom Field Updater OverviewBulk update custom fields in your Synergy organisation
Excel Import with Multi-OfficeUsing Excel Import with Multi-Office
MYOB Contacts ImportHow to import contacts from MYOB into Synergy
QBO Contacts ImportHow to import contacts from QBO into Synergy
Importing Invoice PaymentsImport the payment of Invoices and Bills in bulk.
Only use this payment import if it is not selected in the connect to accounting feature.