Importing Data

You can use OneUp to manage leads, customers, vendors, products, and services.

If you're moving from a previous application you will need to import this data into OneUp. You will first need to export from your prior application.

See the following articles on how to import:

• Customers and customer contacts
• Products and Services
• Vendors and Vendor Contacts
• Leads and lead contacts

You can also import bank statements, although mainly used for reconciliation purposes, this would allow the import of transactions from past 90 days:

• Bank Statements