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. 💌

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