All Clients

Forum Forums SIX Reporting All Clients

This topic contains 4 replies, has 4 voices, and was last updated by  Naresh 2 years ago.

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  • #6504 Reply

    Blanton
    Participant

    I need to look at the current Client Data for updates and corrections. We do not use QuickBooks, is there another way to EXPORT Existing Client data, then I could set it up to use the IMPORT from CSV?

    Thanks

    #8602 Reply

    Naresh
    Moderator

    Hi,

    We are adding the ability to export both Clients and Contacts to a CSV in SI 15 – our next version. There will also be an option to select the delimiter like Comma or Tab etc.

    Regards,

    Naresh

    #8604 Reply

    R Fry
    Participant

    thanks. What’s the timeframe for this?

    #8603 Reply

    Steve Collard
    Participant

    The next release SI15 is targeted for Q4 2014

    #8621 Reply

    Naresh
    Moderator

    SI 2015 has the ability to export clients, contacts and vendors to a CSV.

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