Import Account Info
Most fabricators simply enter their Accounts manually, as they create new Quotes. Others find it useful to have one person on their team enter the Account contact information so they can update records as they go.
If you have up-to-date Account information stored in another database and can export that data to a spreadsheet, we can also import it into CounterGo for you. Some common fields we can import include:
- Account Name
- Account Notes
- Contact Name
- Phone number
If you have special fields that you want to import, create your Account Custom Fields first. See Related Articles below.
When you're ready, email your spreadsheet to firstname.lastname@example.org!