Importing Your Client Data
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Getting your client data & contact details into AffinityLive is one of the first things you'll want to do. See how you can import yours, easily.
Now you've got your own brand new deployment of AffinityLive, you'll probably want to put in some of your own data. We highly recommend doing this before setting up email integration - since we only capture emails for contacts inside AffinityLive.
One of the first steps in doing this is to import your existing client contact information.
Importing Data
The good news is, we have some helpful information on doing just this, whether you're importing from a spreadsheet or from another online system.
| Importing from a CSV file |
Excel spreadsheet, Salesforce, Outlook Address Book, ACT!, Maximizer, etc |
| Importing from Google Contacts | Importing from Google Contacts |
| Importing Projects from Basecamp | Importe xisting projects from Basecamp |
| Importing from CapsuleCRM | Easily import your clients information from CapsuleCRM |
| Importing from Saasu | Easily import invoices from Saasu |
| Importing from Xero | Sync and import existing invoices fro Xero |
| Importing from Quickbooks | Connect up to Quickbooks for simple integration |
| Importing from Lead CSV | Import contact leads as a CSV file |
| Importing to QuoteRoller | Easily import your sales data right into QuoteRoller |
If you're not ready to run a contact import (or you don't need to), you might want to just create a couple of companies and contacts instead.
Deleting Data
If you run an import and make a mistake, and decide you want to delete some of the records that you've got in AffinityLive - you've got two choices:
- Deleting individual company and contact records
- Deleting a group of company and contact records (bulk delete)
Of course, if you're stuck, you can always email us - contact our helpful support team at support@affinitylive.com.