Use the following example CSV files as the basis for creating your own import files to import data into WorkflowMax from external sources.
| Example CSV file for importing... | For further details see... |
|---|---|
| Clients and contacts | Import clients |
| Costs | Import costs |
| Job costs | Import job costs |
| Jobs | Import jobs |
| Leads | Import leads |
| Payments | Import payments |
| Staff | Import staff (WorkflowMax Premium only) |
| Suppliers | Import suppliers |
| Tasks | Import tasks |