Successful Data Importing

Posted by Genny Stevens on Dec 1, 2014 2:00:00 AM

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Whether you’re setting up your WorkflowMax account for the first time, or you're a long time user, the import function makes bringing in bulk amounts of data easy.

In this video, you'll learn all the tips and tricks for a successful import. We show you how to use the templates provided by WorkflowMax or create your own txt or csv files to import clients, jobs, costs, and more.

For further details and import file templates, go to the Importing topic in the WorkflowMax help centre.

Topics: Costs and purchases

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