Contact import

Inter-Data Recovery Services's Avatar

Inter-Data Recovery Services

15 Sep, 2015 06:33 PM


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!


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

    Seth B's Avatar

    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

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

    Inter-Data Recovery Services's Avatar

    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!

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

    Seth B's Avatar

    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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