Implementation Files

Implementation > Clients and debtors

Refer to: Import Clients & Debtors

Implementation > Prospects

Refer to: Import Prospects

Implementation > Pipelines

Refer to: Import Pipelines

Implementation > Suppliers and creditors

Refer to: Import Suppliers & Creditors

Implementation > Employees

Refer to: Import Employees

Implementation > Import Employee Cross-Company Access

Refer to: Import Employee Cross Company Access

Implementation > Contacts

Refer to: Import Contacts

Implementation > Activities & Price Lists

Refer to: Activities & Price Lists

Implementation > Finance Chart Of Account

Refer to: Import Finance COA

Implementation > Finance Chart Of Account

Refer to: Import Opening Balance

Implementation > Job Data

Refer to: Import Jobs

Implementation > Sales Invoices

Refer to: Import Sales Invoices

Implementation > Creditor/Vendor Invoices

Refer to: Import Creditor/Vendor Invoices

Implementation > Time Entries

Refer to: Import Time Entries

Implementation > Price Quotes

Refer to: Import Price Quotes

Implementation > Materials

Refer to: Import Materials

Implementation > Absence Import

(Ad-hoc Import: UDF_AbsenceImport)

Refer to: Implementation > Import Absence

Implementation > External Reference

(Ad-hoc Import: UDF_ExternalReference)

Refer to: Implementation > Import External Reference