Data Imports
How to Import your data into Total Synergy.
10 articles
Importing Staff RecordsHow to use the Staff import spreadsheet to import your staff and all business-relevant details.
Importing ContactsHow to use the Contacts import spreadsheet to import Companies, Individuals, and Personnel before uploading Projects.
Importing Projects and Project ContactsHow to use the Project and Contacts spreadsheet to import Projects and their details, including associated contacts.
Importing Project BreakdownsHow to use the Project Breakdown import spreadsheet to import the Project breakdown, including financials.
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 import if Import Payments is not selected in Accounting Connect settings.