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.