Odds are, you already have a bunch of client data stored somewhere. It might be scattered in the address books of your staff, or it might be in a bunch of spreadsheets. You might even be upgrading to AffinityLive after outgrowing a basic contact management and database application.
No matter where your client data is coming from, we've got a way to help you get it into AffinityLive. With dedicated imports from Google Contacts, Highrise, Basecamp, Sovle360 and CapsuleCRM, and spreadsheet imports able to handle information from tools like Salesforce, ACT, Goldmine, Microsoft Outlook & Dynamics and your own custom database, with AffinityLive you can get up and running in no time.
For Google Apps users, Google Contacts are your primary address book. Unfortunately, they don't synchronize across your team, and they're also often pretty basic - however, by importing and synchronizing your contacts with AffinityLive, you can benefit from all of the power of AffinityLive, while keeping your Google Contacts up to date and in sync with your team, your email and your mobile phone.
Odds are, if you're coming into AffinityLive you've got some client/contact information somewhere already.
With the all-purpose Spreadsheet/CSV import, you're able to import a range of company and contact information into AffinityLive using exports from products like:
Basecamp is a popular, entry level project tracking and collaboration platform. If you're upgrading to AffinityLive but have a bunch of old projects, clients, notes and files in Basecamp, the good news is that you can import them straight across into AffinityLive - quickly and easily. With this import, you'll be able to bring across:
AffinityLive allows seamless integration with CapsuleCRM. Simply import your data accross and start using AffinityLive straight away.
Bring all your important leads and sales activity across to AffinityLive so you can keep track of all your contacts in one place - and keep winning those deals!
AffinityLive integrates perfectly with Saasu to allow you to export invoices from your deployment into Saasu. This means that you can have all your work billed and invoiced without any tedious manual processes. Click through to read more about importing existing invoices in AffinityLive.
Importing from Xero is a snap! Simply integrate the two services then any invoice created will appear in AffinityLive or send Projects and Issues across to be paid through Xero. Click through for more information about importing.
Quickbooks, from Intuit, is the most popular accounting package in the US with market share of over 80%. While Quickbooks have recently been making a concerted push into the online environment with their Quickbooks Onlineproduct, there are still many millions of businesses running the installed, offline version of the accounting package.