Ready to make the move to AND.CO? If you're coming from Freshbooks Classic, you can export your Clients list with ease.
After logging into Freshbooks, head to "My Account" > Click on "Import & Export" > Click on "CSV" next to "Export Clients, Invoices, Staff and Timesheets" > Click on Clients
Next, head to AND.CO!
Select the settings tab top right > settings > integrations > import data
You can also import data via the transactions tab > select green drop down icon > import data
From the drop down select Import from CSV file and upload your Client CSV file From Freshbooks!
Note: These instructions will only work with Freshbooks Classic. The new version of Freshbooks does not support data export to CSB.
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌