Importing Data from a Connected Accounting System

Step-by-step instructions

1. 
   Step 1

   This guide shows how to import data from a connected accounting system. Note that the current example uses a demo connection.

2. 
   Step 2

   Go to Settings in the top right corner. Under Integrations, select Connect Accounting.

3. 
   Step 3

   View the available import options, which include tax codes, account codes, items, customers, and suppliers.

4. 
   Step 4

   Select the customers and suppliers you want to import, then click Start to begin the import process.

5. 
   Step 5

   The import runs in the background. Once completed, you'll receive an email confirming the data was successfully imported.

6. 
   Step 6

   Return to the Customers module to verify the imported data.