Importing Customers from Sage Business Cloud Accounting

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Tradify offers the ability to import your customers directly from Sage via the click of a button.

 

Importing Customers from Sage Business Cloud Accounting

Head over to Customers > click on "Import/Export" > then select "Import Customers from Sage".

Note: Depending on the size of your customer list, the import may take a minute to complete. If the import is taking more than 5 minutes, please refresh the page.

Import_Customers_from_Sage.png

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