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Robert Baker

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  1. import data from another accounts package like freshbooks or CSV

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    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Robert,

    You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.

    To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.

    While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

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