New Feature: FreshBooks Import Tool
Tuesday, December 1st, 2009We are pleased to announce a new FreshBooks import tool for www.cannybill.com. Simply export your customers and transactions from FreshBooks then import them into CannyBill in a few easy steps.
Login to FreshBooks -> My Account -> Import/Export
From this page download your Clients CSV and Invoices CSV.
Once the above 2 CSV’s have been downloaded and saved, login to your CannyBill admin -> Settings -> Plugin Modules -> Data Management (Import/Export)
From this page select the FreshBooks CSV from the Import Customers and Import Transaction screens and hit the import button. That’s it, you’re all done!
