The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Accelo offers several tools for importing your data, depending on where it currently resides.
| Importing from a CSV file | Import client and contact data from an Excel spreadsheet |
| Importing your Sales from a CSV | Import your current and past sales data into Accelo |
| Importing from Salesforce | Import contacts, sales and notes from your Salesforce account |
| Importing from CapsuleCRM | Import your client and contact information from CapsuleCRM |
| Importing from Xero | Import and sync your contacts, invoices, tax and ledger codes from Xerowith Accelo |
| Importing from QuickBooks | Import and sync your contacts, invoices, tax and ledger codes from QuickBooks Desktop or Online with Accelo |
| Importing from Autotask | Import your clients and contacts from Autotask |
| Importing from Connectwise | Import your clients and contacts along with any open and closed tickets |
If you run an import and make a mistake, and decide you want to delete some of the records that you've got in Accelo - you've got two choices:
Of course, if you're stuck, you can always ask in or search the Community for answers!