Integrating an Accounting System and Importing Data

Step-by-step instructions

1. 
   Step 1

   This video demonstrates how to import data from your accounting system into FieldMagic. The process is similar for other accounting systems.

2. 
   Step 2

   Ensure you have admin access, as it is required to connect your accounting system. Navigate to Settings by clicking the gear icon in the top right corner.

3. 
   Step 3

   Under Integrations, select Connect Accounting. Choose your accounting system from the list of available options.

4. 
   Step 4

   Click Connect. You will be redirected to your accounting system's login page. Enter your credentials to log in.

5. 
   Step 5

   After logging in, you will be redirected back to FieldMagic. Tax codes and account codes are automatically imported.

6. 
   Step 6

   If needed, you will be prompted to import items. You can then schedule jobs and manage supply imports.

7. 
   Step 7

   Set the default invoice status. You can also configure default account codes and task codes.

8. 
   Step 8

   You have successfully connected your accounting system. In the Information tab, you can import additional data.

9. 
   Step 9

   Available imports include task codes, account codes, items, customer suppliers, and contacts. For this demo, we will import customers and suppliers.