FAQ 
Importing Clients & Sales Data
Importing Clients & Sales Data
Accelo offers several tools for importing your data, depending on where it currently resides.
| Importing from a CSV file | Import client and contact data from an Excel spreadsheet |
| Importing your Sales from a CSV | Import your current and past sales data into Accelo |
| Importing from Google Contacts | Import your Google contacts |
| Importing from Salesforce | Import contacts, sales and notes from your Salesforce account |
| Importing Projects from Basecamp | Import existing projects from Basecamp Classic. Not compatible with Basecamp HQ |
| Importing from CapsuleCRM | Import your client and contact information from CapsuleCRM |
| Importing from Saasu | Import and sync your contacts, invoices, tax and ledger codes from Saasu with Accelo |
| Importing from Xero | Import and sync your contacts, invoices, tax and ledger codes from Xerowith Accelo |
| Importing from QuickBooks | Import and sync your contacts, invoices, tax and ledger codes from QuickBooks Desktop or Online with Accelo |
| Importing from Autotask | Import your clients and contacts from Autotask |
| Importing from Connectwise | Import your clients and contacts along with any open and closed tickets |
Deleting Company and Contact Data
If you run an import and make a mistake, and decide you want to delete some of the records that you've got in Accelo - you've got two choices:
- Deleting individual company and contact records
- Deleting a group of company and contact records (bulk delete)
Of course, if you're stuck, you can always email us - contact our helpful support team at support@accelo.com