Clearmargin

Import Data

Import clients, transactions, and history from another platform.

Steps

  1. 1Go to Settings > Integrations /dashboard/settings/integrations.
  2. 2Select your import source: QuickBooks Online, Xero, FreshBooks, Wave, or CSV.
  3. 3For QuickBooks Online: use the QBO preview/mapping UI to review and map your data.
  4. 4For CSV: download the template, fill in your data, and upload.
  5. 5Map fields from your source to Clearmargin fields.
  6. 6Preview the import — review clients, transactions, and items to be imported.
  7. 7Click "Import" to run the import. Progress is tracked in Import Logs.
  8. 8After import, review imported data in the relevant sections (Clients, Expenses, etc.).

Ready to try it?

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