Customer Forum

Importing clients

Dave Posted: 2023-02-15 12:10

I was wondering if clients from Moveman can be imported to Workbooks?

Arjun (Workbooks Online) Posted: Wed, 15.02.2023 - 13:45

Hi Dave

If clients can be exported in from Moveman into a CSV file, then they can be imported into Workbooks.

All Workbooks Imports require the data to be in the CSV format. More information can be found on our Importing Page: