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Claris Engage 2025 - March 25-26 Austin Texas ×

Import data from other FBT users

smalco

By smalco
in Importing & Exporting

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smalco Rookie

smalco

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Hi,

If two companies using the same layout of FBT want to use each other data, what would be the best way to automate the import/export process of the data.

We'd like to be able to use just one button to import Contacts, Comanies & Invoices.

Thanks,

Smalco

  • Newbies
smalco Rookie

smalco

Posted
  • Author
  • Newbies
Posted

Hi,

If two companies using the same layout of FBT want to use each other data, what would be the best way to automate the import/export process of the data.

We'd like to be able to use just one button to import Contacts, Comanies & Invoices.

Thanks,

Smalco

  • Newbies
smalco Rookie

smalco

Posted
  • Author
  • Newbies
Posted

Hi,

If two companies using the same layout of FBT want to use each other data, what would be the best way to automate the import/export process of the data.

We'd like to be able to use just one button to import Contacts, Comanies & Invoices.

Thanks,

Smalco

This topic is 7197 days old. Please don't post here. Open a new topic instead.

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