Import Client Info into Accelo

Make the most of your valuable client data by sharing it with Accelo, where you can manage projects, client retainers, create invoices and start tracking email conversation history automatically. Import email contacts to see the benefits of things like central access across your team, address book sync with colleagues and automatic email capture.

Using this Imports guide, you can import data from:

  • Autotask
  • Connectwise
  • Capsule sales
  • Exchange
  • Google
  • CSV File

 

 

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