Custom Field updaterBulk update custom fields in your Synergy organisation
Excel Import with Multi-OfficeUsing Excel Import with Multi-Office
MYOB ARL contacts importHow to import contacts from MYOB ARL into Synergy
QBO contacts importHow to import contacts from QBO into Synergy
How to Import 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.
How to Import Project FinancialsProject Financials are the second of two steps to get your project data up and running in Synergy.
How to Import 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.
How to Import ProjectsProject Details are the first of two steps to get your project data up and running in Synergy, the other is Importing Project Financials.
How to Import Contacts (MS Excel)Contacts include project relevant companies & people. This step creates profiles that must exist before importing project data, like clients