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Contact import

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Inter-Data Recovery Services

15 Sep, 2015 06:33 PM

Hello,

I'm in the process of importing a csv file of contacts. Is there a way to make the address fields in the 'Company' vs. the 'Client?'
Reason being; when I eventually invoice a 'Company', their address won't be on the invoice. I would have to bill the 'Client.'
Any suggestions?

Thank you!

Erik

1. Support Staff 1 Posted by Seth B on 15 Sep, 2015 06:37 PM

   

   Hi Erik,

   Sadly that’s a limitation of the contact import process at this time. I know that’s a need for new customers and we will take that into account when improving the system. I can’t really offer any solutions at this time for that particular problem.

   My apologies,

   - Seth

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2. 2 Posted by Inter-Data Reco... on 15 Sep, 2015 07:22 PM

   

   Hi Seth, Thank you for the fast response!

   I understand, so basically there isn't any way to import any of the Company fields other than the company name. I had a thought; is the import from Basecamp treated the same way? Maybe I can import there first and then sync with Cashboard?? Either way we'll make it work. Thanks for the help!

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3. Support Staff 3 Posted by Seth B on 15 Sep, 2015 07:36 PM

   

   I believe we do import more information from Basecamp Classic - although it’s been awhile since I ran that process personally!

   - Seth

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