The Synergy data import feature lets you quickly and easily import your existing data from Excel, Outlook and other software packages that don’t quite cut it for architecture, engineering and construction design project and business management. You can import your staff records, contacts, projects and project financials.
1. Export your existing data into a CSV format
2. Copy and paste from your source file into the Synergy spreadsheet. Be sure to match columns.
a. There are different spreadsheets available to download from Synergy for different types of data import (staff records, contacts, projects and project financials). The import process is the same for each.
b. Avoid changing column headings and reordering columns, or the file will not import.
3. Import data into Synergy — Synergy will show your imported data and any errors it finds. Nice and easy!
The Synergy data import feature makes it even easier for you to import your contacts directly from connected accounting addon applications, Xero, MYOB AccountRight Live (ARL) and QuickBooks Online.
Use the Xero, MYOB ARL or QuickBooks Online contacts import to bring your existing contacts in Xero, MYOB ARL or QuickBooks Online straight into Synergy. The created contact records include all matching details from Xero, MYOB ARL or QuickBooks Online, and imported contact records are marked with a tag. Any items unable to be imported are listed in an Excel file you can download from the audit tab of the contact import.
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