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iReach - How to export and import files?


iReach - How to export and import files?

To import your customers and invoices into iReach, you must first export your billed customers and invoices to PlanManager.

Go to Billing-> Accounting in PlanManager and choose a period to export. Then click Export Clients. Save the file in a folder of your choice (remember, you will need it later if you want to import into iReach).

Also click Export Invoices and save this file in the same folder. You can also export internal invoices and invoices in the same way.

Then, in iReach, go to Accounting -> Documents -> Import Documents and select the folder and file that you exported from PlanManager.

 

Last update:
2019-11-14 15:35
Author:
Jean-Marie
Revision:
1.0
Average rating:0 (0 Votes)
 

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