Product Updates

Importing clients

If you previously had clients stored in Freshbooks, Xero or Harvest we’ve now made it really easy to move across to Rounded. To import your clients head to the settings page, then click on the import tab. Harvest has a direct connection via their API while Freshbooks and Xero

by
Grant McCall
24 MAY 2016
1
Min read

If you previously had clients stored in Freshbooks, Xero or Harvest we’ve now made it really easy to move across to Rounded. To import your clients head to the settings page, then click on the import tab.

Harvest has a direct connection via their API while Freshbooks and Xero will require a CSV to import. For more instructions head check out our documentation here.

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Product Updates