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Import clients, products or expenses from a spreadsheet

Move from another tool or a spreadsheet in one go.

  1. Go to Clients, Products and services or Expenses and choose Import.
  2. Download the template, or export from your old tool. Headings like Company, E-mail or Unit price are recognised too.
  3. Choose your .csv or .xlsx file and Check file. Each problem is listed with its row number.
  4. Choose Add to import the rows that are ready. Anything already in Fenquist is skipped.

Tip: Fix the rows that had problems in your sheet and import the same file again: only the missing rows are added.

Still stuck?

Use Help inside the app (we'll see which page you're on), or contact us. A person reads every message.