This flow chart below will guide you through which articles will apply to you. Answer the questions with Yes/No and read the information carefully.
Please note that Commusoft cannot be held responsible for the quality of data. Please ensure the data in your accounting package is of good quality and in the correct fields.
In the 'Read and complete' sections, you will see text which applies to a link below. Click this link to open the article in a new tab. Follow and complete the instructions in the order of the questions below.
Please note the integration can be completed before the customer import. Please ensure you have your integration set to manual.