Imports can be completed for the following data sets:
ClientsContacts ProjectsProject Tag GroupsProject TagsClient TagsProposal Scope of ServicesProposal AssumptionsProposal ExclusionsImports should be completed in the order listed above. If imports are completed out of sequence, data must be linked manually within the system.
Before completing an import, download the template to ensure it matches the structure of your data, or complete the downloaded template using the required fields.
Only .csv file imports are supported.