Importing Data from a Connected Accounting System

Step-by-Step Instructions

1. 

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

2. 

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

3. 

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

4. 

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

5. 

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

6. 

   Return to the Customers module to verify the imported data.