Import Data

Get Help in our Forums!

If you've got a question, why not ask it in our forums? Easy to use, the forums are a great place to get advice, help & suggestions from other AffinityLive users, partners & staff.

Visit the Forums

Setup » Import Data

Get up and running fast - import your existing client info into AffinityLive using our handy wizards

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.

Google Contact Import

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.

Exchange / Office365 Contact Import

Overview

Spreadsheet and CSV Import

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:

ACT!, Maximizer and Goldmine
Microsoft Outlook
SalesForce
.. and many more

Basecamp Import

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:

Projects & Milesones (as jobs & tasks)
Notes & Messages (as diary entries)
Client contacts and email address
Links to resources/files

Capsule CRM Import

AffinityLive allows seamless integration with CapsuleCRM. Simply import your data accross and start using AffinityLive straight away.

Highrise Import

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!

Saasu Import

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.

Xero Import

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 Import

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.

Delete Data

Some records in AffinityLive may be permanently deleted by first setting the record to an inactive status. This status must have the "inactive" linked (or underlying) status. You will then see a "delete" option from the grey taskbar.

Export Data

An admin user may export all AffinityLive data via the Exports section in the Admin navigation. You could treat this as a backup of your data.

Bulk Delete Data

Admin users can access the Bulk Delete Data feature under the Company section in the Admin navigation.

Import Project Component Types

When you set-up a project in AffinityLive, you can define a project plan (or workflow) which consists of 1 or more project components. An admin user can make a default pick-list of components by configuring the components types. However, to save you time, you could import a file which lists your components types.